Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategi...
7/29/2024 8:00am - 4:00pm | Online | Surgent
$299.00
CPE Categories: Taxation (8 CPE)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.
Those involved in tax planning for individuals, including those who may be partners or shareholders
Experience in individual income tax planning and income tax return preparation
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