Saving Your Clients Money and Getting Repeat Business: Tax Planning (2023)

Objectives:

After completing this course, you will be able to (1) identify the reasons tax planning is important for tax professionals and clients, (2) identify the processes used in tax planning, (3) match tax planning options with the proper taxpayers, and (4) classify tax planning techniques for businesses and business owners.

Major Topics:

Importance of Tax Planning, Process, Individuals, College Savings, Retirement, Businesses, Business Owners, Exit Plans

Prerequisite:

None

Additional Info:

Access the OnDemand Course:

• Login: Please login to the course at http://www.ficpa.org/gleimsso.
• Enter the OnDemand Course: Once logged, in, click on the Online CPE: Transcript button.
• Access the OnDemand Course: Click the Continue button next to the OnDemand title that you are registered for.
  

Customer Support Contact Information:

Phone 
800.874.5346 ext. 212

Email
support@gleim.com

FAQs and Support
https://www.gleim.com/support/contact.php