Best of Tax Planning And Retirement Ideas for Individuals

Overview

Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance.

Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2025 law changes and Congressional and IRS changes, too!

Highlights

• Planning ideas for the W-2 taxpayer
• Planning for the small business owner
• Planning for everyone.
• Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

Prerequisites

None.

Designed For

CPAs and other accounting professionals

Objectives

This course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning and business owners; good years, bad years and future years; taxpayers and heirs. Complete with pages of checklists, over 50 immediately useful ideas and deductions for ideas, clearly defined compliance guidelines, written clear examples, and practitioner-oriented implementation steps.