Virtual
101 Tax Planning Ideas 26-27
Date: May 20, 2026
Time: 6 a.m. – 1:30 p.m. PT
Member
$329.00
Nonmember
$439.00
Members, log in to access your discount.
Overview
The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions, and credits will play a critical role in tax planning, but the changes to business, itemized, and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
Product Code
1000004742-137947
Credit Type
CPE: 8CFP: 8CPE-Technical: 8CTEC-TX: 8IRS-TX: 8Accessibility
Closed Captioning Available
Intended Audience
CPAs, tax preparers, attorneys and financial advisers.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- An overview of the individual and business tax changes in the One Big Beautiful Bill
- Identifying tax planning opportunities in the tax formula
- Different types of planning
- Frequently-used planning techniques
- Qualitative and quantitative considerations
- The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
- Looking to the past, present, and future as we plan
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.