22 Aug

Tax Planning Tips: Key Business & Individual Considerations

an Eide Bailly webinar

  • rsvp required


As you work to get your financials in order and explore opportunities to grow your organization, tax planning can often be overwhelming. Utilizing the right strategies can diminish headaches, save you and your organization 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 individuals and organizations.
  • Examine all possible action steps.

Joe Kristan, CPA, Partner | Eide Bailly
After 38 years centered on tax consulting for closely held businesses and their owners, Joe is joining Eide Bailly’s National Tax Office. Joe’s responsibilities include communication, process improvement and training. He is a principal contributor to the Eide Bailly Tax News and Views blog, providing daily updates on tax reform and other tax news. Joe is a Certified Public Accountant and a member of the AICPA Tax Section and 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 a complaint and/or program cancellation policies, please contact Mye Collins.