Tax Planning Strategies for Individuals
Provider: Becker Professional Education
Length: 128
Taxes
2.5 CPE Credits
Basic
QAS self study
Financial Planning, IRS EA Federal Taxation
This course will be an overview of:
- The importance of tax planning and related goals of tax planning
- Basic tax planning strategies for individuals
- Tax planning opportunities related to retirement, investments, healthcare, and education
- Concepts related to gift and estate tax planning that can impact individuals