This course will provide you with technical knowledge and expertise to respond to the needs of new and existing clients. Help your clients build and preserve wealth through insightful and creative tax planning techniques. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.
Maximize client wealth with individual tax planning strategies
Congress’s frequent legislative changes to the Internal Revenue Code has many individuals and closely held businesses highly focused on the impact of taxes and tax rates on their financial well-being.
Get up to date on tax law changes, Tax Court decisions, and the latest IRS guidance, as well as the latest tax-planning strategies to help preserve your clients’ wealth and ensure your role as a trusted adviser. Make sure your clients are protecting themselves from higher taxes.