This comprehensive Tax Planning and Preparation course equips participants with the knowledge and practical tools to confidently manage their taxes while optimizing their financial situation.

Main features:

• Mastering Tax Laws & Updates – An in-depth exploration of federal and state tax laws, including recent updates such as the CARES Act and the Tax Cuts and Jobs Act, empowering participants to stay compliant and maximize their tax benefits.
• Maximizing Deductions – Detailed guidance on identifying and leveraging standard vs. itemized deductions, as well as commonly overlooked tax-saving opportunities, such as retirement contributions and medical expenses.
• Filing with Confidence – Step-by-step instruction on the tax filing process, from document collection to avoiding common filing mistakes, ensuring participants file accurately and on time.
• Strategic Long-Term Tax Planning – A focus on proactive tax strategies, such as retirement savings, tax-efficient investments, and tax-loss harvesting, designed to reduce long-term tax liabilities and improve financial well-being.

This course is perfect for individuals and small business owners seeking to gain confidence in their tax preparation skills, optimize deductions, and implement effective tax-saving strategies for both the short and long term. Whether you’re filing independently or working with a professional, this course will provide you with actionable insights to make informed decisions about your taxes.