WEBINAR: Best of Tax Planning and Retirement Ideas for Individuals (Jennings-TaxSpeaker)

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.

Part 1 reviews 2026 filing requirements, rates and rules. Part 2 analyzes all taxable and exempt fringe benefits for employees. Part 3 explains tax compliance and planning rules for all taxpayers with Part 4 devoted solely to retirement plans and maximizing the tax benefits within the rules. Part 5 educates regarding estate and gift tax rules and utilizing and understanding the limits, with an additional special chapter for trusts and special topics Part 6 devoted primarily to small business compliance with rules for depreciation and deduction, and the course ends with some special tax actions that can be taken by taxpayers in low-income years.