$100 – Members (with member discount code)
$125 – Non-Members
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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 Moderate Income Clients
IRS Program: QSRNU-T-00661-24-O
Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in cracking the code of Tax Planning for the average taxpayer.
Learning Objectives:
- Learn insights for practical tax planning for moderate-income clients
Participants earn up to 2.0 CE/CPE credits.
Prerequisites: Basic knowledge of federal taxation in the U.S.
Program Level: Basic/Intermediate
ABOUT THE PRESENTER
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.
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 at admin@vasea.org.
Questions
Contact the VASEA Administrator at admin@vasea.org
