This course offers an array of federal tax-saving strategies and tips to assist in tax planning and compliance for individual clients. The course explains how to take advantage of work-related tax breaks and presents tips for taxpayers with education expenses, tips for families, and updated estate and gift tax planning tips. This course is most beneficial for professionals who may be at the staff or entry level, but is also beneficial for a seasoned professional with limited exposure to individual taxes.

By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.