Search
Member Login
Calendar
Prev MonthPrev Month Next MonthNext Month
Tax Speaker Best of Tax Planning and Retirement Ideas for Individuals - REBROADCAST Webinar
Thursday, October 10, 2024, 5:00 AM - 1:00 PM PDT
Category: Events

Tax Speaker Best of Tax Planning and Retirement Ideas for Individuals REBROADCAST

Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker

Thursday, October 10, 2024 - Live Streamed Webinar

 

Event schedule: 

  • Morning session begins: 5:00 am
  • Afternoon session ends: 1:00 pm

 

Speaker: TaxSpeaker Presenters

      Bob Jennings CPA, EA

   

Location: Live Streamed Webinar

 

CPE Credits: 8  IRS Approved Tax Hours

Description: 

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 2023 and 2024 Congressional and IRS changes, too!

 

Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and 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.

 

 

All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.

 

You will be challenged and intrigued by this popular TaxSpeaker course.
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions.

Attendee Requirements:

Earn Live CPE credit.
Live Streamed attendees: You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
Course Objectives:
What a thorough course!
Designed to:
  • Review old rules and explain new rules
  • 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 this course is guaranteed to provide the student with ideas, clearly defined compliance guidelines, written clear examples, and practitioner oriented implementation steps.

 

Prerequisites:

0 years tax preparation experience.

Course Level:

Intermediate

 

Registration fee: 

WAATP members : $300

Non-members : $300

 

 

  

 

  

Disclaimer:

Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

 

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

 

 

Updated April 25, 2024

 

Contact: WAATP Office - [email protected] - 509-993-2307