Inspired Perspectives | Tax Planning Tips: Key Business & Individual Considerations


Course Description:
Tax planning can often be overwhelming as you work to get your financials in order and explore opportunities to grow your business. Utilizing the right strategies can diminish headaches, save you and your business time and money, as well as minimize your tax liability. In this webinar, we will review helpful tips and key considerations for tax planning.

Learning Objectives:

  • Discuss tax planning tips and key considerations 
  • Identify impacts and opportunities for the individual and business 
  • Review possible action steps

Joe Kristan, CPA, Partner | Eide Bailly

Joe works primarily with closely held businesses to help clients succeed by finding a tax-friendly path to their goals. In addition to client service, Joe teaches practitioner tax schools and writes tax articles. He is principal contributor to the Eide Bailly Tax News and Views blog, providing daily updates on tax reform and other tax news. Joe is a member of the AICPA Tax Section and the Iowa Society of Public Accountants.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information:
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

Inspired Perspectives Webinar Series

Interested in learning more about Growth & Success, Inevitable Changes, The Year Ahead and Exiting Your Business? Join us, for one or all of our information and educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies.

The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in the competitive marketplace. Click the Webinar Series button to view our upcoming webinars or view past recordings.

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Applicable Offerings

Take a deeper dive into this Insight’s subject matter.

Tax Tax Consulting & Planning