Skip to content

Surgent's Individual Tax Planning Ideas (ITP4) (Downloadable PDF)

Provider: Surgent Accounting and Financial Education

Taxes 4 CPE Credits Intermediate QAS self study
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.

Not an LCvista user, get in touch with our team to get started.

Get Started Back to Catalog