CPE & CE: 1
Navigating the complexities of tax strategies can be daunting, but with the right tools and knowledge, you can efficiently manage your business clients' tax needs and help them save money. In this webinar, "5 Tax Projection Tools in Intuit Tax Advisor" you will gain a comprehensive understanding of how to optimize tax outcomes using Intuit Tax Advisor and explore the top five firm-level jobs this tool can help accomplish.
By attending this course, attendees will learn:
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Project estimated tax payments accurately for clients experiencing changes in their personal and business economic circumstances since their last tax return.
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Calculate and project W-2 wages spousal income for the year to avoid any unexpected taxes due, giving you and your clients better control over their financial planning.
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Explore the potential tax benefits of converting a Schedule C client to an S Corporation, focusing on potential savings in self-employment taxes.
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Effectively project K-1 based income and analyze the impact of these projections on the basis for the underlying interest.
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Understand the amendments in the Qualified Business Income Deduction resulting from economic events and strategic changes in business activities.
Who Should Attend?
Tax professionals, accountants, and financial advisors who are looking to enhance their expertise in tax strategies for their business clients.
Field of Study: Computer Software & Applications – Non-Technical
