This event has been pre-approved for CE credit by the CFP Board.
The seminar opens with discussion on every relevant individual tax
change occurring up through the week before the seminar. Once we have
finished our discussion of changes, we move into our review of problem
areas encountered on a daily basis. Sprinkled throughout are dozens of
examples to illustrate the material.
Our coverage of individual tax changes is among the most extensive in
the country. Full-time practitioner speakers give you practical,
hands-on, real life examples so that you can immediately apply the
material for in-office use. Questions from the audience are encouraged
and an 800+ page manual, written by full-time practitioners, is included
with all new changes for 2012 presented at the beginning of the manual.
Designed for ease of use, the manual is organized in a common sense
format in forms order, the same way you file a tax return, so that you
can rapidly find answers to your questions. Also included is a free
downloadable, key-word searchable electronic version supported with a
full, free hyper-linked tax research library and literally dozens of
practical aids including engagement letters, checklists, organizers,
interview sheets and indispensible office aids for tax season.
In addition, we provide all attendees with a free, two hour IRS
self-study course; free email answers to tax questions; a
practitioner-written monthly newsletter; and dozens of practical, free
downloadable worksheets, spreadsheets, forms and letters.
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