DESCRIPTION

This module begins with a discussion of the common mistakes that clients make with regard to planning to reduce income taxes. The instructor then facilitates a brainstorming discussion of various tax planning strategies. All types of tax returns are part of this dynamic discussion.

LEARNING OBJECTIVES

  • Brainstorm general tax planning strategies, business strategies, estate, gift, trust strategies, and retirement tax planning strategies.

Prerequisites

3+ Years Professional Experience

Advanced Preparation

None

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