CE/CPE Course Information

Saving Your Clients Money and Getting Repeat Business: Tax Planning (2017)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Lesson Version: 2017
Publication/Revision Date: July 10, 2017
Prerequisites/Advanced Preparation: None

    After completing this course, you will be able to
  • Identify the reasons tax planning is important for tax professionals and clients
  • Identify the processes used in tax planning
  • Match tax planning options with the proper taxpayers
  • Classify tax planning techniques for businesses and business owners
Course Topics
  1. Importance of Tax Planning
  2. Process
  3. Individuals
  4. College Savings
  5. Retirement
  6. Businesses
  7. Business Owners
  8. Exit Plans

This self-study course consists of an Audiovisual presentation, a 20-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 20 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

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