With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. Additionally, new ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
| Credits | 4 |
|---|---|
| Format | Self-Study Download |
| Company Code | Self Study |
| Yellow Book Approved | 0 |
| CFP Approved | 0 |
| IRS Approved | 0 |
| CTEC Approved | 0 |
| Field of Study Credits | Taxes (Technical) (4) |
| Field of Study Department | Taxes (Technical) |
| Course Version | 2022-01 |
| CPE Approved | 1 |
