Individual Tax Planning Review and Update

Date: 08-27-26

Time: 12:00 - 4:00 PM ET

This 4-hour webcast is designed to provide an overview and suggestions for individuals to take advantage of opportunities in the tax law to pay the least amount of tax allowed by that law.

Topics Covered:

· Overview
· Systems Approach to Tax Planning
· Personal Residence Planning
· Real Estate Investment Planning
· Tax Planning for the Executive
· Tax Planning for Financial Investments
· Raising and Educating Children
· Charitable Planning
· Business Succession Planning
· Tax Planning for Special Situations Planning Issues
· Year-End Tax Planning
· Professional Standards
· Various other matters

Learning Objective:

· Provide the tax practitioner with creative ideas with respect to tax planning
· Provide the tax practitioner with an understanding importance of tax planning
· Provide the tax practitioner with the tools for individual tax planning

Prerequisites

·Knowledge of working with Internal Revenue Code as well as Regulations and Rulings
·Basic understanding of individual taxation aspects