This Year's Top Tax and Financial-Planning Ideas

Description

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 items regarding tax reform, including 2021 stimulus bill(s).

Highlights

A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits

Objectives

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

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice



Leaders

Neil Brown

No Biography Available