Individual Tax Planning Topics Webinar

• Determine how to integrate year-round tax planning into your practice.
• Identify techniques for individual tax planning.
• Identify tax planning opportunities and strategize with your clients about areas that will save them money.

An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times.

Follow examples that will demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. Walk away with ideas that can be used throughout the year to strategize with clients to minimize tax costs.