THIS COURSE IS INCLUDED WITH THE 2023 SEASON PASS.
Do NOT purchase this course separately if you buy a 2023 PASS.
Tax planning is not a one-time engagement: as a tax professional, you can help clients make small shifts throughout their lifetime to minimize taxes and maximize wealth. The class will emphasize how to save in tax-advantaged ways for retirement so that retirees can minimize tax expenses to conserve assets for personal needs or legacies.
Learning Objectives:
Explain how children under age 18 can save and invest in tax-advantaged ways.
Describe annual tax planning strategies available to taxpayers with low and moderate income.
Explain how and when various types of retirement income are taxed.
Quantify how various tax planning strategies in retirement impact federal tax liability and personal cash flow.
Education Information
IRS Program Number: NMVBP-T-00248-23-O
Length: 100 minutes plus optional question-and-answer session (no CE)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Online Webinar/Group Internet Based
Field of Study: NASBA Federal Tax Topic; IRS Federal Tax Related Matter
Credit Hours: 2 NASBA CPE / 2 IRS CE
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.
All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies.
