Surgent's Individual Tax Planning Ideas (ITP4)

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.

Learning Objectives:

•Identify areas where individual taxpayers are not taking full advantage of the Code 

•Know the directions in which taxes are changing or are likely to change and how that affects planning

Who will benefit: All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques