The Ultimate Year-End Tax Planning Adventure
A comprehensive guide to year-end tax planning strategies, highlighting key opportunities, deadlines, and actionable steps to optimize tax savings for individuals and businesses.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00833-25
CTEC Course #: 6248-CE-00199
NASBA Field of Study: Taxes
David Hilliard
,
EA, NTPI
David graduated from Cal Poly Pomona in 2001 and spent 20 years as a knight at Medieval Times before swapping his sword for a calculator in 2009. These days, instead of defending castles, he defends taxpayer rights, representing clients before the IRS and other agencies with over 25 years of management and customer service experience.A champion of tax professionals, David loves mentoring and teaching, sharing strategies to help others thrive in the industry. His passion for service has seen him volunteer for nearly every leadership role in the California Society of Enrolled Agents, proving once you’re in, you’re never really out—even as Immediate Past President.As Director of Tax at Chatterton and Associates, Inc., David channels this same energy into guiding a team of tax professionals. When not riding to clients’ rescue, he enjoys time with his wife, Patricia, their three kids, and their golden retriever, Montana.
Recommended Webinars
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TPP’s July Tax Webinar Series delivers 25 IRS/NASBA CPE credits with expert-led sessions on individual tax planning, 1099 reporting, investment income, retirement distributions, employee stock plans, PTET compliance across multiple states, reorganizations under IRC 368, and emerging issues like cryptocurrency and NFTs.
2023 & 2024 Federal Tax Updates Series
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Tax Practice Pro’s 2023 & 2024 Federal Tax Updates Series provides tax professionals with in-depth analysis of recent federal tax law changes, IRS guidance, and compliance updates impacting individuals, businesses, trusts, and estates.
John Sheeley's Weekly Tax Update 03/06/2026
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John Sheeley's Weekly Tax Update 02/20/2026Employment Tax Controversies—Part II
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John Sheeley's Weekly Tax Update 02/06/2026John Sheeley's Weekly Tax Update 01/30/2026
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John Sheeley's Weekly Tax Update 01/30/2026Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329
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Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.
Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329
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