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With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. 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 items regarding tax reform, including 2021 stimulus bill(s). 


Learning Objectives: 

-Understand changes to tax law affecting individual taxpayers through the present

-Identify strategies that are effective following estate and gift tax changes 


Designed For: All practitioners, especially those who want to provide the best up-to-the-minute tax advice

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. You will launch from your MyOSCPA learning center day of and be prompted to enter in name and state society at time of entering.

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