Taking your CPE Exam
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You participated in a Power Hour webinar to learn about a new strategy. Now, take your CPE exam with CPA Academy and implement your new knowledge in TaxPlanIQ.
I love that TaxplanIQ has many resources about individual strategies to help me determine if it applies to my client's situation. Then, it goes a step further with how to go about implementing the strategy. Would love to see the ability to calculate based on two different tax rates. For example, phase I may be one income bracket. But after implementing the phase I strategies (or change in client situation, like retirement), then the next year would be in this lower income bracket.
Kristin Kippen, EA Offering many Tax strategy resources