This course focuses on a number of practical ideas to help employees save income taxes. As the leading provider of tax education to CPAs, Surgent McCoy CPE, LLC will help you learn the secrets to tried and true methods of sound tax and financial planning.

Major topics include:

• Planning strategies for principal residences and vacation homes.
• Planning strategies for saving money for retirement.
• How to set up a Roth IRA for your children.
• Miscellaneous tax-planning techniques that can add up to significant tax savings.
• Understanding how to maximize your after-tax value of return on investments.
• Up-to-the-minute ideas reflecting new tax law changes.

For complete information about this course, including pricing, please call (610) 688-4477 ext. 22 or email SmithC@cpenow.com.

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com