Tax Planning Tips: Key Business & Individual Considerations

Description

Tax planning can often be overwhelming as you work to get your financials in order and explore opportunities to grow your business. Utilizing the right strategies can diminish headaches, save you and your business time and money, as well as minimize your tax liability. In this webinar, we will review helpful tips and key considerations for tax planning. Learning Objectives: Discuss tax planning tips and key considerations Identify impacts and opportunities for the individual and business Review possible action steps Presenter: Joe Kristan, CPA, Partner | Eide Bailly Joe works primarily with closely held businesses to help clients succeed by finding a tax-friendly path to their goals. In addition to client service, Joe teaches practitioner tax schools and writes tax articles. He is principal contributor to the Eide Bailly Tax News and Views blog, providing daily updates on tax reform and other tax news. Joe is a member of the AICPA Tax Section and the Iowa Society of Public Accountants. CPE Information CPE Credit: 1 Field of Study: Taxes Level of Knowledge: Overview Delivery Method: Group-Internet Based Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.