Saving Your Clients Money and Getting Repeat Business: Tax Planning

Highlights

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

Prerequisites

None

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.