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Surgent's Individual Tax Planning Ideas

 Currently available
 
4.0
26 / S-60297
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Member Price
$79.00 Regular Registration
Your Price
$83.00 Regular Registration
Designed For:

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Prerequisite:

Experience in individual income tax planning and income tax return preparation

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.

Delivery Method: Download
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.