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TAX2215. Best Tax Ideas Panel

To submit a question or participate in polling, click the link above. This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!

Learning Objectives:

  • Recall many of the important planning ideas based on both current and pending legislation.
  • Distinguish what other advisers are doing to help their clients.
  • Identify a variety of strategies you can take away and implement immediately with your clients.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Session Tags
TAX
EA
Investments and Wealth Institute CE
The Accounting Law Pioneer