Tax Planning Strategies
Location: Room 101, 455 County Center, Redwood City, CA 94063
- 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 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 will receive a 70-page workbook, which reviews each topic covered and provides a resource guide for assisting with tax preparation. Workbooks are only available to attendees.