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Legal and Financial Tax Planning Strategies

  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • TEP
  • CRTP
  • CSA

This Course is Also Available in Self Study (On-Demand)

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

Taxes are an important and unavoidable financial aspect of life for both individuals and businesses. Tax planning is an art that helps you save taxes by using every possible tax provision. It warrants optimization of your tax savings and minimizing your tax outgo yet within the framework of the law. This Online CPE/CE course will provide you the full gamut of tax overview for different business structures. 

This Online CPE/CE Webinar covers the following Key Topics:

  • Different Business Structures and their impact tax planning
  • Common mistakes Business Owners make in tax planning
  • How to plan Income Shifting and using Family Owned Businesses for tax planning
  • How you can do best Tax Deduction Planning using an Attorney
  • Three Capital Gains Strategies - Charities and Charitable Remainder Trusts, Deferred Sales Trusts, ERISA Plans
  • Retirement and Tax Planning Strategies
  • Estate Planning and Taxes – How to avoid giving your kids a big tax burden

Learning Objectives

  • To identify different Business Structures and how they impact tax planning
  • To recognize mistakes Business Owners make in tax planning
  • To explore Income Shifting and using Family Owned Businesses for tax planning
  • To recognize an Attorney is your best resource for tax deduction planning
  • To explore three Capital Gains Strategies

Recommended For

  • This IRS-Approved CPD/CE webinar is recommended for AFSPs, CTECs, EAs, PFSs, TEPs, CSAs, Tax preparers, and Other tax and finance professionals engaged in tax planning for their clients. 
  • This Online CPE/PL course is good for CPAs, CVAs, CFAs, and Other financial planners desiring to upgrade their knowledge in tax planning.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • California Registered Tax Professional
    • Certified Valuation Analysts
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Finance Director
    • Finance Pros
    • Financial Planner
    • Maryland Tax Preparers
    • Oregon Tax Preparers
    • Senior Accountant
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Professionals
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
    • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00327-20-O)
    • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
    • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00327-20-O)
    • 1.5 PL Credit for Chartered Financial Analyst (CFA)
    • 1.5 CPE Credit for Certified Valuation Analyst (CVA)
    • 1.5 CE Credit for Certified Senior Advisor (CSA)
    • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0331)
    • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)


    About Presenter

    Glen Wagstaff

    Managing Partner Inter Vivos, PLLC

    Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

    Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

    About Company

    Inter Vivos, PLLC

    Our Mission:

    To provide every family with access to quality estate planning that they can afford specific to their needs

    Our Vision:

    As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

    Our Business Philosophy:

    We Believe In:

    • Providing the highest quality of plans available at a reasonable cost
    • Maintaining long term meaningful relationships with our clients;
    • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
    • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
    • Providing specialized representation rather than wandering into many separate areas of legal practice;
    • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
    • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

    Our Approach to Planning:

    A Life Plan

    The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.


    A Transfer Plan

    There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.


    A Family Plan

    For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.



    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
    • Polling feature Not supported: If you are logging in through browser or web portal in the browser ( it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :
    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link :
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review


    238 Ratings



    Very Good









    Taylor Haviland, CPA (US)

    Nov 5th, 2020



    Lindsey Tyler, CPA (US)

    Nov 5th, 2020



    Mary Vannoni, CFP (CA), EA

    Nov 5th, 2020



    Prabhakar Jain, EA

    Dec 1st, 2021

    Good for learning


    Suzanne Snyder, CPA (US)

    Nov 12th, 2020


    Legal and Financial Tax Planning Strategies


    1.5 Credits

    Subject Area


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