Best of Tax Planning and Retirement Ideas for Individualsseminar
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 and retirement planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial. It has been updated for 2021 Congressional and IRS changes. 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 subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented. Course Outline Course Title & Author Best Tax Planning & Retirement Ideas for Individuals Robert Jennings CPA, CFP® Credit Hours 8 Publication Date April 10, 2021 Topic Minutes Introduction, bracket & Rate analyses 30 W-2 Employees Benefits analyses 10 Accountable plans with example 10 Retirement Plans 10 Dependent Care, Cafeteria Plans 20 Health Savings Accounts 10 Other Planning Tips 10 Break Tips for all Taxpayers Elections 20 Deductions 30 Investments 10 Credits and alternative tax treatments 30 Detailed rate analyses with examples 10 Lunch Retirement Tips and Tools QCD’s 10 60 Day rollover waiver 10 Credits and other planning tips 40 10% Penalty exceptions and planning 40 Break Estate & Gift Planning Tools 50 Business Owner Planning 40 Planning for Loss Years 30 TOTAL 420
Dress warmly in layers as the room may be cool. The registration fee includes: light breakfast, highlighter pen, notepad, printed reference manual, lunch and downloadable E-Book.
4403 Hamburg Pike
Jeffersonville, IN 47130
Field of StudyTaxes-8.00
What a thorough course. Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning and business owners; good years, bad years and future years; taxpayers and heirs. Complete with pages of checklists, over 50 immediately useful ideas and deductions this course is guaranteed to provide the student with ideas, clearly defined compliance guidelines, written clear examples, and practitioner oriented implementation steps.
Fees and Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time. Cancellation, Transfer and Refund Policy For Individual Seminar Purchase (not in any Seminar Package)-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 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs. 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: www.nasbaregistry.org. 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. ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**