This interactive course offers an array of federal tax-saving strategies and tips to assist in tax planning and compliance for individual clients in the current environment. The course offers tips for investors, day traders, parents, retirement account owners, homeowners, and real estate investors. The content has been updated to reflect tax changes included in the SECURE Act and the SECURE 2.0 Act. This course is most beneficial for professionals who may be at the staff or entry level, but is also beneficial for seasoned professionals with limited exposure to individual taxes.

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