This seminar includes both individual and small business tax planning: tax harvesting of assets, tax deferral, retirement plans, carryovers, AMT credits, and more. Emphasis is on making changes in your tax plan to maximize the use of the latest tax law changes to minimize your tax burden.
Business Tax Deductions in Detail
This is our favorite for realtors and other self-employed business groups. It covers many business deductions in detail and some uncommon deductions that are frequently overlooked. From auto deductions to home-office deductions, this presentation covers a lot and moves along quickly. We often get requests to return for a follow-up presentation.
Personal Tax Deductions and Credits
Every year, taxpayers miss out on many tax deductions that they are entitled to. This seminar covers Itemized Deductions in detail from little-known deductible fees to proper recordkeeping. Credits are better than deductions, and there are many that taxpayers are missing. Often, credits are available for a short period and then go away. If you don't know about them, you may miss out. This is a great seminar for both individuals and small business owners.
Tax Updates
This presentation focuses on the latest tax law changes and updates. We continuously update the presentation with the latest tax law changes, so this seminar can be presented at any time during the year. This is the seminar we present to our clients. Every December, we have an annual update for our clients and their guests. Others are welcome if space permits. This seminar is interactive, and we encourage questions from participants. The flow of the seminar depends on the questions asked.