Learn the basics of using the Lacerte Tax Planner program to create a tax plans for clients to be better prepared for planned future events that can impact their tax future liabilities. This session will instruct the attendees how to use the Lacerte Tax Planner program to create tax plans for their clients. Basic program setup and use, steps to create plans from current year tax return data exported from Lacerte. Creation of tax plans from scratch and creating multi-year and multi-case scenarios.
Learning objectives: By completing this webinar, you will be able to:
- Setup and configure the Lacerte Tax Planner program module.
- Create new tax plans by exporting current year tax return data for base year.
- Create new tax plans from scratch.
- Create multi-year and multi-case scenario tax plans
- Produce tax plan documents that can range from very basic overview to an extremely detail plan that addresses specific tax events.
Who should attend? Lacerte Tax software users that wish to provide their clients tax planning services.
Course Level: Intermediate
Course Length: 60 Minutes
Prerequisites: Lacerte Program Fundamentals and Advanced Tax preparation knowledge
Delivery Method: Group-Live Internet
Field of Study: Taxes - Technical
Recommended CPE: 1
Recommended CE: 1
IRS Category: Federal Tax Law Topics/ Federal Tax Related Matters
Online: NESGF-T-00057-18-O
In Person: NESGF-T-00057-18-I