Individual Tax Planning - VIRTUAL

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This live seminar will be presented virtually. The speaker will present from his/her location and you can interact with the instructor and other attendees in real time.

Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high- and low- income individuals as a rare course designed for tax planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial. It has been updated for 2019’s Budget bill as well as TCJA effects.

The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

Now updated for the 2020 CARES Act!

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


8 CPE Credits
Tax: 8 Credits


Member Price:
$299 $349
Non-member Price:
$399 $449
    Register by August 18th for Early Bird Pricing.

    Registration is open through 08/31.

    Tuesday, September 1st

    8:00am to 3:30pm
    (Check-In 7:30am)

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    Ron Roberson