Join us for the Mid-Year Update with Doug Stives! This session is crucial for tax preparers and enrolled agents aiming to enhance client outcomes and ensure their clients receive the expected refunds.
As we reach the midpoint of the year, it's important to stay proactive and informed. This course, led by Doug Stives, is designed to help you assist your clients in reaching their financial objectives. Don't miss out on our "Mid-Year Wake-Up Call" course—a pivotal resource for tax professionals dedicated to staying ahead in the industry.
By the end of this course, you will be able to:
- Provide your clients with the most up-to-date information on tax changes and big changes coming after 2025.
- Schedule in-person mid-year client meetings to build relationships, expand services, and provide personalized advice.
- Identify some key estate, education, and retirement planning steps to help your clients reach their financial goals.
- Understand the value of snapshot withholding and how it can help your clients avoid year-end surprises and penalties from underpayment of tax.
- Avoid penalties for not taking Minimum Retirement Distributions.
- Be current with charitable, business, and dependent planning to help clients maximize their tax deductions.
- Confirm 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.
