CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Legal and Financial Tax Planning Strategies

  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Legal and Financial Tax Planning Strategies

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00327-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0331)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1.5 PL credit for Chartered Financial Analyst (CFAs)

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1.5 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00327-20-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00327-20-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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

Click Here

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

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

Testimonial

4.6

(227)
62%
31%
6%
0%
0%

RR

Very good !

TH

good

LT

na

MV

good

SS

none

JV

Mechanical problems with the zoom software caused problems. The class was five stars.