Tax planning is not a list of strategies. It is a repeatable professional process for moving from facts to decisions, and from decisions to implementation.
Who should attend
Enrolled Agents and other tax professionals who want a more systematic planning workflow without surrendering practitioner judgment to software, checklists, or generic strategy lists.
Learning objectives
- Distinguish planning triggers from planning conclusions.
- Separate verified facts, client representations, and assumptions.
- Structure authority research around the actual factual pattern.
- Compare alternatives using tax and non-tax consequences.
- Document the recommendation, implementation owner, deadline, and evidence of completion.
Two-hour agenda
- Opportunity recognition and issue framing
- Fact development and authority
- Alternatives and Net Economic Benefit
- Practitioner approval and documentation
- Implementation, confirmation, measurement, and revisit