Zero to Mini Hero 2026: The Big Picture & Tax Planning Basics
With Lisa Greig
1 hour 30 minutes CPD
Learn more about group tax summaries, tax planning basics, and how to use them as a basis for client discussions.
- ()EndedZoom Webinar
Learn more about group tax summaries, tax planning basics, and how to use them as a basis for client discussions.
In this session, we cover:
Calculating the effective tax rate
Preparation of a group tax summary using case study
Tax planning considerations
Distributions and beneficiaries
Discussion of tax planning scenarios using the case study