Monday, July 21 | 3:20 p.m. - 5:00 p.m. | Concurrent Session
Unlock Hidden Savings: A Deep Dive into Overlooked Tax Breaks
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Don’t let hidden opportunities slip through the cracks! This engaging and insightful session will uncover often-overlooked tax breaks that could save your clients money. From elusive credits and underutilized itemized deductions to those mysterious adjustments on Schedule 1, we’ll explore a wide variety of topics that can help maximize tax savings. Packed with real-life scenarios and practical tips, this session is perfect for tax professionals looking to deliver even more value to their clients.
Objectives
Upon completion of this session, you will be able to:
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Identify overlooked tax credits that can significantly impact your clients' tax liabilities
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Navigate itemized deductions and determine when they provide the greatest benefit
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Decode Schedule 1 and leverage its miscellaneous adjustments for maximum savings
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Apply strategies to recognize and incorporate lesser-known tax breaks into client returns
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Confidently present these opportunities to clients, positioning yourself as a tax-saving expert
CPE information
Duration: 100 minutes
Course level: Advanced
Prerequisite: Moderate understanding of individual income taxation
Advanced preparation: None
Delivery method: Group Live
