Learn the latest tax code changes and practical planning strategies so you can confidently guide clients, optimize their current and future tax positions, and navigate IRS processes with greater clarity and effectiveness.
Each year, the tax code evolves through Congressional legislation, requiring time and further analysis by the IRS and the professional community to clarify legislative intent. These changes are implemented through IRS pronouncements and, ultimately, U.S. Tax Court decisions. Given this continual evolution, it is imperative for financial executives, financial planning professionals, and tax practitioners to stay informed and provide accurate, strategic guidance to their business and individual clients. Ongoing education and awareness of best practices are essential to developing effective financial and tax strategies. This presentation will equip professionals with valuable, practical insights to help clients address current tax needs and prepare for future planning. Attendees will gain proven strategies for the 2025 tax filing year and beyond, along with practical guidance for effectively managing interactions with the IRS.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Introduction to Tax Planning
- Why Tax Planning Is so Important for All Ages
- Covering the 3 Major Documents for Individuals
- Why Tax Planning Is Important for Businesses
Reducing Business Taxes
- Using Tax Credits
- Offering Employee Plans
- Different Depreciation Strategies
Reducing Individual Taxes
- Maximizing Employer Plans
- Maximizing Retirement Plans
- Tax Benefits of Sole Proprietors
Use of Trust for Tax Efficiency
- Review of Different Types of Trusts
Working With the IRS
- How to Avoid Audits
- How to Respond to IRS Notices
- Due Diligence and Practice Management
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 10, 2025.
Call 1-866-352-9540 for further credit information.
- AIPB 1.5
- This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- IN CLE 1.6
- This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.6 hours of Distance Education credit.
- MO CLE 2.0
- This course qualifies for self-study CLE credit in Missouri.
- ND CLE 1.5
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
- NH MCLE 1.6
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 97 Minutes.
- NJ CLE 2.0
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
- OH CLE 1.5
- This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.5 CLE credit hours. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- TN CLE 1.62
- This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.62 hours of credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WI CLE 1.5
- This program qualifies for 1.5 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- AK CLE 1.5
- Arizona CLE 1.5
- CA MCLE 1.5
- CT CLE 1.5
- HI CLE 1.5
- MO CLE 2.0
- NM CLE 1.6
- VT CLE 1.5
- WV MCLE 2.0
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Leonard F. Steinberg, EA
Steinberg Enterprises, LLC
Leonard Steinberg, EA
- Enrolled Agent and founder of Steinberg Enterprises, LLC, specializing in tax representation, problem resolution, and tax planning for individuals, businesses, nonprofits, estates, and trusts
- Represents clients before the IRS and state tax authorities, including audits, appeals, installment agreements, offers in compromise, and trust fund recovery cases
- Former appointee to the IRS Taxpayer Advocacy Panel and long-time member of the FASB Small Business Advisory Committee
- Has testified before the U.S. House of Representatives on federal tax matters
- National speaker and educator for organizations including the IRS, Paychex, Jewish Vocational Services, and Lorman Education Services
- Experienced instructor in accounting, taxation, internal controls, fraud prevention, and nonprofit management at multiple colleges and professional programs
- Holds advanced credentials including an MBA in International Business and Finance, certificates in financial planning and accounting, and extensive IRS continuing education
- Active member and leader in professional tax organizations, including the National Association of Enrolled Agents and the National Tax Practice Institute
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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