How to Create a Tax Plan the Easy Way w/ ITA

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How to Create a Tax Plan the Easy Way w/ ITA

Published on ‎08-17-2023 08:28 AM by Community Manager | Updated on ‎08-23-2023 04:41 PM

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This workshop will walk you through how to create a tax plan.


Monday, August 28 11 am CT 
Wednesday, August 30 11 am CT 

We will highlight strategies in entity selection, retirement, and depreciation. You will have an opportunity to work in a small-group setting with a dedicated coach, who specializes in tax advisory, for hands on help.

 

The goal is for you to walk away with a fully built tax plan ready to share with a client.

 

Pre-work: Identify a tax planning client with a schedule C to create your first tax plan.

Screenshot 2023-08-17 at 6.27.40 AM.png

 



Event has ended
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Start:
Wed, Aug 30, 2023 11:00 AM CDT
End:
Wed, Aug 30, 2023 12:00 PM CDT
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