Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability. Topics include retirement funding, health savings accounts, premium tax credit allocations, depreciation strategies, and ethical considerations in tax planning. The course emphasizes proactive client engagement and scenario analysis to deliver exceptional value and strengthen client relationship.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00948-26
CTEC Course #: 6248-CE-00288
Laura Strombom
,
EA, MBA, NTPIF, USTCP
Professional Accomplishments:
- Founded All About Numbers in 1995.
- Received Executive MBA Degree 1999.
- Began teaching Business and Accounting courses at Heald College 1999.
- Began teaching Accounting courses at University of Phoenix 2001.
- Obtained Enrolled Agent designation 2001.
- Named Stockton Business Person of the Year 2004.
- Awarded SBA Champion of Women In Business Award 2007.
- Completed National Tax Practitioners Institute Fellow program 2010.
- Became President of the CA Chapter of NATP 2013.
- Received Endorsement from Dave Ramsey 2014.
- Became a National Instructor for NATP 2014.
- Co-founded Anchor Tax Relief, LLC.
- Admitted to the bar of the United States Tax Court 2022.
Full Bio Available Here
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