Best of Tax Planning and Retirement

BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS

IRS Number: 

Description: TBD

Course Objectives

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.

Registration Deadline: May 14, 2026

Presenter: TaxSpeaker

Cost: TBD

Schedule: May 15, 2026: 9:00pm - 5:00pm

Attendee Requirements

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

If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.

All streaming webinars times listed are Eastern Time Zone. Please adjust to your time zone.

Additional Information

• Credit Hours: 8
• Field of Study: Taxes
• Program Level: Intermediate
• Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
• Prerequisites: None
• Advanced Preparation: None
• Instructional Method: Group Internet Based
• Approved by: NASBA & IRS

Disclaimer

Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

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