Learn how to make better financial decisions in order to minimize taxes and avoid IRS penalties or interest. Review the documentation and financial records that are needed for tax purposes and how to use these to manage your business.
Also review the retention period for all of your documents according to the Internal Revenue Code and receive many more tips, preparation habits and materials to prepare you before the end of the year so that you will be ready well in advance of the tax filing deadline.
Instructor Donald Scherz is a CPA who started his practice in 1999, focusing on individual and small business taxes and financial planning. He has approximately 300 clients. Donald received his Certified Financial Planner credentials 2004 from Nova Southeastern University