Tax Planning for Individuals

Online Webcast

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    Number of Attendees:

    Event Description:

    Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high and low income individuals as a rare course designed for tax planning rather than tax compliance.
    This course will discuss options for dealing with the lost deduction for employee business expenses, the limit on itemized deductions for taxes, and the new interest deduction rules. It will also lead the practitioner through themaze of new thresholds for itemized deductions and guide small business owners with fringe benefit tools. A number of retirement planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans. The chapter for small business owners analyzes the attributes of various entity types including the low C corporation tax rate, wages vs/ dividends and the 20% flow through deduction.
    The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each sub chapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

    Attendee Requirements

    SYSTEM REQUIREMENTS - You must have a high speed internet connection, speakers connected to your computer or headphones or call in for audio and a monitor.

    GROUPS - PROCTORS - If you have more than 1 person PAID FOR and REGISTERED for the streaming webcast and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webcast in order to receive CPE credit.
    A CPA just has to sign the Proctor Form to attest to the attendance of each person.
    Proctor Form (Word doc)
    Proctor From (PDF)

    DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.

    TIME ZONES-PLEASE NOTE:All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.


    Fees and Schedule -
    This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks.

    Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Cancellation, Transfer and Refund Policy

    Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 for auxiliary aid needs or visit

    Continuing Education

    Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor #108251

    Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.


    Event Details
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   May 11, 2018
    Time:   9:00 AM    Add to Outlook
    Contact Information
    Speaker Bio(s)
    Dsc 4151  resized for site
    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Samantha Zarantonello
    812-288-1513 or 877-466-1040


    Event Objective
    Upon completion of this course, you will be able to: Identify problem areas for your clients, Determine what the best course of action to take in low and high income years, as well as Identify the limits on itemized deductions and the new interest deduction rules.

    Field of Study

    5+ years tax preparation experience

    Event Level

    NASBA Category