Year-End Tax Planning Considerations
Year-End Tax Planning Considerations
Instructor
Morgan Hamon, CPA, MPAcc
- Understand the Importance of Year-End Tax Planning: Learn why planning ahead for taxes is crucial for individuals and businesses. Recognize the benefits of proactive tax management in optimizing financial outcomes.
- Identify Key Tax Deductions and Credits: Gain knowledge about common deductions and credits available to individuals and businesses. Learn how to leverage these opportunities to reduce tax liability.
- Comprehend Changes in Tax Laws and Regulations: Stay up-to-date with recent tax law amendments and their potential impact on your financial situation. Recognize how changes may affect your tax planning strategies.
- Evaluate Personal Tax Situations and Goals: Assess individual circumstances and financial goals to tailor tax planning strategies accordingly. Gain insight into how personalized planning can lead to better tax outcomes.
- Implement Effective Tax-Saving Strategies: Learn practical techniques for minimizing tax liability while staying compliant with tax laws. Understand how to apply these strategies in various financial scenarios.
- Navigate Tax-Efficient Investment Planning: Discover strategies for making tax-smart investment decisions. Understand how to balance risk and return while considering tax implications.
- Plan for Retirement and Tax Efficiency: Learn how to structure retirement savings and withdrawals to maximize tax benefits. Understand the tax consequences of different retirement account options.
- Address Tax Implications for Small Businesses and Self-Employed Individuals: Gain insights into tax considerations specific to small businesses, freelancers, and self-employed professionals. Learn how to optimize business structures and deductions for tax efficiency.
- Explore Estate and Inheritance Tax Planning: Understand the basics of estate and inheritance taxes and how they may impact your financial legacy. Learn strategies to minimize tax liabilities for your heirs.
- Develop an Actionable Year-End Tax Planning Checklist: Acquire a step-by-step guide for conducting year-end tax planning. Receive practical tips for implementing strategies effectively.
In the “Year-End Tax Planning Considerations Learning Objectives” course, led by Morgan Hamon, participants will embark on a transformative journey through the intricacies of effective year-end tax planning. This course is meticulously crafted to ensure accessibility and comprehension for all learners. With a keen focus on simplicity and clarity, Hamon imparts invaluable insights to empower individuals and businesses to make informed decisions about their tax strategies.
Throughout the course, Hamon addresses crucial learning objectives, each meticulously designed to provide practical knowledge and actionable steps in the realm of tax planning. Participants will first grasp the fundamental significance of year-end tax planning and how it plays a pivotal role in optimizing financial outcomes. They will then delve into the identification of key tax deductions and credits, gaining insights into how to leverage them to reduce tax liability effectively.
“Year-End Tax Planning Considerations” is an online course you can take on your own time. It has videos, exercises, case studies, and other resources to help you learn. You can go through the course at your own speed and review anything again if you need to. There may also be online discussions or webinars to connect with other learners. The course aims to provide a flexible and convenient way to learn year-end tax planning.
So, enroll today to equip yourself with the knowledge and tools needed to confidently navigate the intricacies of year-end tax planning, leading to more financially secure and tax-efficient outcomes.
Morgan Hamon is an accountant (CPA) and president of HDA Accounting Group. He leads a team of 50 accountants and administrators. Morgan works with over 770 dentists across the country. He helps them understand their financial statements and gives them advice on how to improve profits.
COURSE FEATURES
- CREDITS: 1 SI
- COST: $0.00