Description
This advanced workshop helps participants legally minimize tax liabilities and maximize eligible deductions. Clients will learn to structure income streams across taxable and tax-advantaged accounts effectively. Video modules cover itemized deductions versus standard deductions, tax credits, and retirement plan strategies. Interactive quizzes ensure mastery of key filing concepts like capital gains, passive income, and depreciation. Downloadable checklists guide year-end tax planning, recordkeeping requirements, and audit readiness. Case studies demonstrate real-life examples of small business owners optimizing quarterly tax payments. Participants practice using tax estimation spreadsheets to project liabilities under different scenarios. The workshop includes explanations of recent tax law changes and their practical implications. A PDF resource compiles links to official IRS publications and gentle reminders for filing deadlines. Ideal for freelancers, entrepreneurs, and high-net-worth individuals seeking proactive tax planning.
Digital workshop – video lessons, quizzes, and planning checklists
4 hours
Deduction strategies, tax credits, retirement contributions, tax law updates
Freelancers, small business owners, high-net-worth individuals
