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Tax Planning Strategies for Individuals

About This Webinar

$50 – Members (with member discount code)
$60 – Non-Members
(Join VASEA for $85 to get member rates on webinars & more! Copy/paste this link in your browser: https://vasea.wildapricot.org/join-us )
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. A $25 administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION: TAX PLANNING STRATEGIES FOR INDIVIDUALS

Many tax professionals focus on business and rental owners for tax planning. Individual taxpayers do have opportunities for tax planning as well through both small and large shifts in their actions. This course will provide concrete strategies you can use to provide valuable advice to clients.

Prerequisites: Basic knowledge of federal taxation of individual taxpayers

Program Level: Intermediate

Learning Objectives:
-Describe tax planning strategies generally available to individual taxpayers.
-Explain when various tax planning strategies are optimal based on taxpayer situation.
-Quantify the tax savings from implementing individual tax planning strategies.

ABOUT THE PRESENTER

Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is editor-in-chief of EA Journal, author of the Tom Talks Taxes newsletter, the co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators.

He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice Institute TM Fellow, a Certified Tax Resolution Specialist, and admitted to the bar of the United States Tax Court as a non-attorney.

Tom earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He received the 2019 Excellence in Education Award from the National Association of Enrolled Agents and the 2018 Member of the Year Award from the American Institute of Certified Tax Planners.

Tom’s tax practice in Phoenix, Arizona focuses on implementing advanced tax reduction strategies and representing taxpayers with complex tax problems before the IRS and in the United States Tax Court.

REFUND POLICY
Refunds will be honored if written notification is received at the Administrative Office within 5 business days of the webinar. A processing fee of $25 will be deducted from the refund. Cancellations within 5 business days of the webinar will not be accepted. Substitutions are allowed if received 48-hours prior to the start of the webinar. "No shows" forfeit their fees.

CANCELLATION
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

COMPLAINT RESOLUTION
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Virginia Society of Enrolled Agents is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Categories:
BUSINESS & FINANCE EDUCATION & LEARNING PROFESSIONAL DEVELOPMENT
Who can view: People who attended or registered for the webinar only
Webinar Price: $60.00
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Webinar hosting presenter VASEA Admin
VASEA Administrator
Webinar hosting presenter
VASEA Treasurer & Webinar Facilitator Host
Patrick Knightly is an enrolled agent in the Richmond, VA area with over twenty years of experience in the accounting and tax fields. Throughout his career, he has worked in the Public, Private, and Non-Profit sectors, and managed a franchise tax office, serving in positions ranging from Accounting Consultant to Chief Financial Officer. He has also made it a point to be involved in service to his community and has served on several local, state and national boards. Currently he is a Senior Accountant at My Tax Pilot in Henrico County, where he spends most of his time working on tax returns for small businesses, small business owners, estates, and trusts, and on accounting projects. In his spare time, he chairs two local government boards, serves as Treasurer of the Virginia Society of Enrolled Agents, Treasurer of The Chesterfield Partnership for Successful Living, and is the Vice Chair for Volunteers of the Dominion Richmond Christmas Parade. He is a Life Member of the Virginia Jaycees, and a Life Member of the Capital District Kiwanis, and is a volunteer reader for Virginia Voice. He studied accounting and finance at Virginia Tech, and also participated in the Sorensen Institute’s Political Leadership Program at the University of Virginia. He lives in Midlothian, Virginia.
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