Surgent's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

Description

With the biggest change to the tax code in over 30 years now here, tax and financial planning take on even greater importance this year. Plus with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for 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!

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice