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SamCERA Online: Tax Planning Strategies

Event

Location: Online

Course information

Highlights include:

  • Identify twelve essential tax planning terms.
  • Review over two dozen frequently overlooked tax deductions.
  • Learn ten necessary questions to ask before choosing a tax preparer.
  • Identify IRS audit triggers and how to avoid them.

Participants who attend this online course will be better able to understand key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, estate planning, education, and children. Each participant in this webcast will be able to download a 70-page workbook, which reviews each topic covered and provides a resource guide for assisting with tax preparation.

Once you’re registered for this webinar, we’ll send you an email a day or two prior to the session with more information, including login instructions and a PDF of the workbook.