Individual Tax Update and Year-end Planning Strategies

Karen Davis, EA, Brian O'Sullivan, CPA, Lance Weiss, CPA, CVA, Michael J. Tucker, CPA, LL.M. (moderator)
  • 3
  • Update
  • Taxes
On-site : Already occurred; please select a webinar
Webinar :
Broadcast Times

3-hr. course: $89; 4-hr. course: $129
Volume Discounts:Click here for details.

Overview

With less than two months left before the end of 2018, it is time to discuss tax planning for individual clients and their families, including discussion of the new tax legislation enacted at the end of 2017 and IRS guidance issued during 2018 relating to that legislation. This program will focus on how individual clients can maximize savings for themselves and their families. Tax practitioners will learn how to apply new individual tax planning strategies that clients can use to lower their income tax liability for 2018 and beyond.    

Major Topics:

  • Practical steps individuals can take before the end of 2018 to lower their personal income taxes
  • Planning strategies based on the new tax legislation and IRS guidance issued during 2018
  • Practical steps businesses and business owners can take before the end of 2018 to lower personal income tax liability

Learning Objectives

Understand how to apply new individual tax reduction planning strategies based on new tax legislation and IRS guidance with respect to that legislation

Any tax practitioner who wishes to understand effective individual tax reduction strategies for 2018 and beyond

Experience with handling basic individual income tax transactions

None

Yes

Yes

Varies by state. Click here for details