Best 2023 Tax Planning & Retirement Ideas for Ind. Webcast [TPRI]


Jun 23, 2023
Time: 8:30am - 4:30pm

Credit Hours:



Member: $300.00
Non-member: $475.00

Discussion Leader:

Bob Jennings, CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at

Full Description

Best 2023 Tax Planning and Retirement Ideas for Individuals with Bob Jennings Webcast (TPRI)

June 23rd, 2023 / 8:30 am 4:00 pm

Live Webcast / Zoom

Give the very best tax advice to your individual and small business clients with TaxSpeakers newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance.

Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. Weve included key updates from 2022 and 2023 Congressional and IRS changes, too!

Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

CPE Credits: 8, Taxation

Level of Knowledge: Update

Prerequisite: Experience in federal tax planning and preparation.

Acronym: TPRI

Discussion Leader: Bob Jennings, CPA, EA