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Personal Tax Planning in a Changing Landscape:What Attorneys Need to Know Now! - 1 CLE / 1 CPE – Thursday, May 21

  • 3 hours ago
  • 1 min read

A 3D white maze sits atop a U.S. 1040 tax form, symbolizing complexity and confusion. The text is partially visible, adding to the challenge.

Personal Tax Planning in a Changing Landscape:

What Attorneys Need to Know Now!

1 CLE / 1 CPE – Thursday, May 21

12:15 P.M. - 1:15 P.M.


To give attorneys across practice areas a concise update they can use with clients immediately. Join Patrick H. Wanzer, CPA, CTRC, from Breakthrough Tax Resolution for this timely one hour webcast presentation.


We will address these tax matters:

• Provisions from recent tax legislation

• SALT deduction planning strategies

• Timing income and deductions for closely held business owners

• Audit trends and enforcement priorities from the Internal Revenue Service

• Ethical considerations when giving “tax-adjacent” advice


Faculty:

Patrick H. Wanzer, CPA, CTRC

Breakthrough Tax Resolution, Indianapolis


Patrick Wanzer is a Co-Founder of Breakthrough Tax Resolution Services and has been a CPA for over 20 years. He has spent the last 9 years helping clients stand up to the IRS. Patrick focuses his practice exclusively on IRS Tax Resolution and helping his clients find ways to effectively and efficiently resolve their tax issues. Whether it is through an Offer-in-Compromise, Installment Agreement, Innocent Spouse Filing, Currently-Not-Collectible Status, or some other option, Patrick has helped many clients put their problems with the IRS behind them for good.



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