Individual and Business Tax Planning Strategies to Implement before Year-end

Robert Lickwar, CPA, Brian J. O’Sullivan, CPA, CVA, Lance Weiss, CPA, CVA, Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Intermediate
  • Federal Tax Law

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: Click here for details.

Overview

With less than two months to go before the end of 2017, now is the time to discuss tax planning strategies with individual and business clients. Individuals and business owners expect their tax advisors to be up-to-date with the latest tax reduction strategies so they will not be burdened with unnecessary income taxes. This program reviews new and proven techniques that practitioners can use to help individual and business clients lower income tax liability, as well as addressing the impact of any tax law changes for 2017.

Major Topics:

  • Practical steps individuals can take before the end of 2017 to lower their personal income taxes
  • Practical steps businesses and business owners can take before the end of 2017 to lower business income taxes

Learning Objectives

Understand how to apply tax reduction strategies that can reduce individual and business taxes for 2017

Any tax practitioner who wishes to understand effective tax reduction strategies individuals and businesses can take to reduce their tax liability for 2017

Experience with handling basic individual income tax transactions

None

Yes

Yes

Varies by state. Click here for details