This Year's Top Tax and Financial-Planning Ideas

Overview

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Learning Objectives:

• Understand changes to tax law affecting individual taxpayers through the present
• Identify strategies that are effective following estate and gift tax changes