Year-End Tax Planning

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-9881. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Tax planning is more than an estimated tax calculation, it’s a process.  Where are we now and what can we change?  This timely program will highlight significant 2023-24 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!

Highlights

• Define the "hot issues" facing tax practitioners in planning for client returns.
• Apply key concepts to special client situations.
• Review of recent legislation and developments.

Prerequisites

Basic working knowledge of the tax return preparation

Designed For

Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns.

Objectives

Preparation

None