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In the uncertain legislative environment, careful, flexible planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan potential changes. It highlights areas in the income tax return that suggest future opportunities for the individual client.
All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
Experience in individual income tax planning and income tax return preparation
237 Lancaster Ave, Devon, PA 19333
Phone: (800) 778-7436 | FAX: (610) 688-3977