On-demand Workshop

Textbook add on

Prefer not to print the handouts? During registration, select the rate with book and we'll ship it to you! The price with the book above does not include shipping or tax. Premium level members receive free shipping. Books will only be shipped inside the continental United States.

Summary

Tax planning is an essential part of the services you offer. This course will cover common situations in which you’ll need to be prepared to develop a tax strategy for your client. Trending topics include how to handle a client’s sale of business with a focus on partnerships, corporations and S corporations; a look into fringe benefits and the proper tax treatment; how to handle unique rental property scenarios; and how net investment income tax (NIIT) can impact taxpayers. To help you understand the practical application of tax strategies, we’ll include examples that demonstrate how tax planning can be customized to meet the unique needs of different clients. 

​

As the IRS continues its enforcement efforts, taxpayers will see an increase in notices. You’ll also learn how you can help your clients address CP notices and the different kinds of representation you can add to the services you offer.