2023 Key Tax Planning Concepts and Issues, Part I (November 2-Virtual)

Key Tax Planning Concepts and Issues:  CPAs add value to their clients in the tax arena by offering more than just return preparation. Understanding the key techniques and options in tax planning is key to providing clients with a real service beyond simple tax compliance. This session will look at the major concepts behind tax planning strategies and let participants find opportunities for their clients that exist in the tax law.

Objective(s):  Participants will be able to:

  • Understand the key concepts used by advisers in tax planning
  • Explain the concept of tax deferral to clients and why it is better to pay taxes later in time
  • Recognize opportunities to convert taxable income from a highly taxed form to a low-taxed form
  • Recognize purported strategies that are not supported by the tax law, and offer up alternatives that are allowed under the law
  • Explain to clients how the ultimate goal of tax planning is an increase in after-tax wealth over time—not necessarily just paying less in taxes
  • Evaluate options for a client to determine which strategies will and will not serve to maximize after-tax wealth

Registration ends October 31, 2023

Members:  Free          Non-Members:  $70


Title: Key Tax Planning Concepts and Issues Part 1
Date: November 2, 2023
Speaker: Frank Castillo
Time: 8:30 AM – 12:00 PM ET
Breaks/Lunch: 10:30 AM – 10:40 AM ET
Zoom Link: http://zoom.us/j/97209912015
Customer Support Number:      866-265-1561 (extension 1)


Field of Study



Frank Castillo

CPE Hours Awarded

4 hours awarded. NOTE: You must attend full event to get awarded hours.


Online-Kaplan Zoom Platform

Event Dates

Thursday, Nov 2, 2023 8:30 AM - 12:00 PM


Free – $70.00