Best of Tax Planning And Retirement Ideas for Individuals

Overview

Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! 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 2025 law changes and Congressional and IRS changes, too!

Highlights

• 2026 filing requirements, tax rates, and rule updates
• Taxable and exempt employee fringe benefits
• Tax compliance and planning strategies for individual taxpayers
• Retirement plans and maximizing available tax benefits
• Estate and gift tax rules, limitations, and planning considerations
• Trusts and special tax planning topics
• Small business tax compliance, depreciation, and deduction rules
• Tax planning opportunities for low-income years

Prerequisites

2-4 years tax preparation experience

Designed For

CPAs and other accounting professionals

Objectives

• Review existing tax rules and explain newly enacted tax provisions affecting individuals, retirees, estates, gifts, and business owners.
• Identify current and future tax planning opportunities for W-2 employees, retirees, taxpayers, and heirs.
• Apply practical tax-saving strategies and deductions through real-world examples and practitioner-focused guidance.
• Utilize checklists and implementation techniques to support tax compliance and planning decisions.
• Recognize planning considerations for varying financial situations, including good years, bad years, and future years.
• Implement more than 50 practical tax ideas and deduction strategies in client and taxpayer scenarios.