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Tax Planning Strategies


Location: Room 101, 455 County Center, Redwood City, CA 94063

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 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.