Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients

2 IRS CE/CTEC/NASBA CPE*

This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability. Topics include retirement funding, health savings accounts, premium tax credit allocations, depreciation strategies, and ethical considerations in tax planning. The course emphasizes proactive client engagement and scenario analysis to deliver exceptional value and strengthen client relationship.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: Taxes

IRS Program #: 7Q3WU-T-00948-26
CTEC Course #: 6248-CE-00288