Aug 10–21, 2026 ·
This course provides an in-depth look at tax planning strategies, focusing on how individuals and businesses can effectively manage their tax obligations. Participants will learn about the tax code, including how to take advantage of deductions, exemptions, and credits, and the importance of tax-efficient investing. The course covers essential topics such as filing status, taxable income, and tax brackets, as well as specific planning strategies for different life stages, from starting a family to retirement. Special attention is given to understanding tax law changes, and how to plan for them to optimize savings. You’ll also gain insights into effective year-round tax planning to minimize your tax burden and avoid surprises.
August 10, 2026 to
August 21, 2026
(12 days)
in-person
Up to 25 participants
25 seats available
On successful completion you'll receive a verifiable Excel Trainings certificate with a unique 7-character code.
A structured curriculum delivered through expert instruction, applied case studies, and group exercises. Full syllabus available on request.