Saving Your Clients Money and Getting Repeat Business: Tax Planning

Objectives:

After completing this course, you will be able to (1) identify the reasons tax planning is important for tax professionals and clients, (2) identify the processes used in tax planning, (3) match tax planning options with the proper taxpayers, and (4) classify tax planning techniques for businesses and business owners.

Major Topics:

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

Prerequisite:

None

Additional Info:

How to access your Gleim Course:

1. Open your browser and go to https://www.gleim.com/account/
2. Enter Your FICPA email and ask for a Password Reset
3. Enter your email and password, then click "Submit"
4. On the left side menu, select "Courses"
5. Click the green "Go to Course" button to access your purchased course

Customer Support Contact Information:

Phone 
800.874.5346 ext. 212

Email
support@gleim.com

FAQs and Support
https://www.gleim.com/support/contact.php