2024 Mid-Year Wake-Up Call

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$54.97

As we reach the midpoint of the year, it's vital for CTEC preparers to stay proactive and informed. This course, led by Doug Stives, is designed to help you assist your clients in achieving their financial objectives. "Mid-Year Wake-Up Call" is an essential resource for tax professionals dedicated to staying ahead in the industry.

By the end of this course, you will be able to:

Stay Updated on Tax Changes: Provide your clients with the latest information on tax changes and significant changes coming after 2025.
Strengthen Client Relationships: Schedule in-person mid-year client meetings to build relationships, expand services, and offer personalized advice.
Implement Key Planning Steps: Identify essential estate, education, and retirement planning steps to help your clients reach their financial goals.
Utilize Snapshot Withholding: Understand the value of snapshot withholding to help clients avoid year-end surprises and penalties from underpayment of tax.
Avoid Retirement Penalties: Learn to avoid penalties for not taking Minimum Retirement Distributions.
Maximize Client Deductions: Stay current with charitable, business, and dependent planning to help clients maximize their tax deductions.
Ensure Accurate Beneficiary Designations: Confirm that beneficiary designations for insurance and retirement plans are accurate.

This Course Counts for 2 Hours of Federal Tax Law for IRS Continuing Education.

About Doug Stives:

Doug Stives is considered a worldwide leader in public and management accounting by AICPA &CIMA. He is a CPA, MBA, and a recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.