CBEX

Income Tax Planning


Description
Financial advisors, CPAs, tax attorneys and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this course is accompanied by the tools and techniques you can use to:

- Help your clients successfully navigate the latest income tax rules and regulations;
- Quickly simplify the tax aspects of complex planning strategies; and
- Confidently advise your individual clients as well as small- and medium-size business owners.
Content
  • Videos lectures
  • Leading Tools & Techniques to Avoid State Income Tax after Kaestner and Fielding
  • How Tax Reform Makes "INGs" and "SLANTs" Even More Powerful
  • Form 8971
  • PPT Decks
  • Leading Tools & Techniques to Avoid State Income Tax after Kaestner and Fielding
  • How Tax Reform Makes "INGs" and "SLANTs" Even More Powerful
  • Form 8971
  • Final Exam
  • Final Exam
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever