101 Tax Planning Ideas 2024

Overview

The need for individual tax planning has never been greater. With the 2024 elections and 2026 around the corner, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions and credits will play a critical role for the next two years, but the return of itemized deductions, exemption deductions and higher tax rates is coming soon. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.