Checkpoint Learning

Course Detail

49 Ways to Reduce Taxes for Individuals and Make Them Clients for Life  

CATEGORY: Taxation
  Online & Mobile
10 CPE Credits
Level: Basic

COVID-19 federal tax relief provisions, the American Rescue Plan Act (ARPA), the SECURE Act, and the Tax Cuts and Jobs Act (TCJA) all impact many individual clients. This interactive course offers an array of federal tax-saving strategies and tips to assist in tax planning and compliance for individual clients in the current unsettled environment. The course offers tips for investors, retirement account owners, homeowners and real estate investors, taxpayers with education expenses, and families, and also presents updated estate and gift tax planning tips. This course is most beneficial for professionals new to individual taxes, who may be at the staff or entry level, but is also beneficial for a seasoned professional with limited exposure to individual taxes.

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