Compass Tax Educators

Tax planning is not a one-time engagement: as a tax professional, you can help clients make small shifts throughout their lifetime to minimize taxes and maximize wealth. The class emphasizes how to save in tax-advantaged ways for retirement so that retirees can minimize tax expenses to conserve assets for personal needs or legacies.

Learning Objectives:

• Explain how children under age 18 can save and invest in tax-advantaged ways.

• Describe annual tax planning strategies available to taxpayers with low and moderate income. 

• Explain how and when various types of retirement income are taxed. 

• Quantify how various tax planning strategies in retirement impact federal tax liability and personal cash flow.
  
  

Education Information

IRS Program Number: NMVBP-T-00248-23-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: QAS Self-Study (NASBA) / On-Demand (IRS)

Field of Study: Taxes (NASBA) / Federal Tax Law Topics/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPE / 2 IRS CE

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Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.