Skip to content

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP) (Downloadable PDF)

Provider: Surgent Accounting and Financial Education

Taxes 12 CPE Credits Intermediate QAS self study
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

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

Get Started Back to Catalog