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  • Best of Tax Planning & Retirement Ideas for Individuals, Virtual (8 Credits)

Best of Tax Planning & Retirement Ideas for Individuals, Virtual (8 Credits)

  • 10 Aug 2022
  • 9:00 AM - 5:00 PM
  • Online using Zoom

Registration

  • Members may use their 1-time use 2022 Education Bucks discount good for any online seminar. Please refer to your member benefits page to see the discount. This is code is found at https://virginia-accountants.org/discounts/ and may only be used once on a VSTAP program this year (April 2022- Mar 2023).

Register

Best of Tax Planning & Retirement Ideas for Individuals Course Information  

Give the very best accounting care to your individual clients with TaxSpeaker’s course on the Best of Tax Planning and Retirement Ideas for Individuals! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance.

Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 Congressional and IRS changes, too!

Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

Presenter: TaxSpeaker

Cost:  $275/Members,  $375/Non-members; Registration closes Tuesday, August 9, 2022 at 12:00 PM Eastern.

Zoom: Important Information- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link.  VSTAP is unable to do this for you because of how Zoom works and for tracking purposes.  The link to the materials is also provided in your confirmation email.

If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

Schedule

August 10 from 9:00 PM - 5:00 PM

  • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

Additional Information

This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

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 

Course Objective:

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.

Attendee Requirements: Earn Live CPE credit. 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.

Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

Refunds and Cancellations

Attendance Cancellation Policy

Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event in writing by e-mail or mail.  Postmarks for mail must be before the cancellation date.  Phone calls and phone messages will not qualify as notice of cancellation.




This seminar has been approved by:




©2019, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

PO Box 3363 | Warrenton, VA 20188 | Phone: (800) 927-2731 | Fax: (888) 403-0920 | asv@virginia-accountants.org

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