Individual and Financial-Planning Tax Camp Webinar

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 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. The material is current with relevant provisions from The Tax Cuts & Jobs Act.
Highlights

• Mine a tax return for tax planning with a client
• Understand the planning implications of thecurrent environment
• Determine the best tax strategies for retirement
• Understand tax planning for the middle-incomeclient