CE/CPE Course Information

Saving Your Clients Money and Getting Repeat Business: Tax Planning (2023)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Delivery Method: QAS Self-Study
Lesson Version: 2023
Publication/Revision Date: November 22, 2023
Prerequisites/Advanced Preparation: None

Learning Objectives	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	Importance of Tax Planning Process Individuals College Savings Retirement Businesses Business Owners Exit Plans

This QAS self-study course consists of an Audiovisual presentation, 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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