Advanced Tax Planning

Advanced

Strategic tax planning using Big Beautiful Bill provisions

Estimated Time: 40 minutes
Learning Objectives
  • Develop tax optimization strategies
  • Understand timing of income and deductions
  • Learn about business structure implications
  • Plan for long-term tax efficiency
Advanced Tax Planning Strategies
Advanced Module: This module assumes familiarity with basic tax concepts. Complete the previous modules first if you're new to tax planning.

Learn sophisticated strategies for maximizing the benefits of the Big Beautiful Bill:

  • Income Timing Strategies: When to recognize income and claim deductions
  • Business Structure Optimization: Choosing the right entity type for QBI benefits
  • Multi-Year Planning: Strategies that span multiple tax years
  • Family Tax Planning: Coordinating benefits across family members
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