Tom O'Saben, EA, CFP®

 
 
 

Bio

Tom O'Saben graduated from Southern Illinois University at Edwardsville in 1982 with degrees in political science and finance. He has been a Certified Financial Planner® since 1993 and an Enrolled Agent since 1994. , Tom's practice, established in 1992, provides tax and financial planning services for approximately 1,000 clients. Tom also provides Quickbooks training and has given numerous educational presentations on a wide variety of tax and financial planning issues. In 2009 Tom joined the staff at NATP as a Training Specialist where he develops curriculum, writes textbooks, and instructs at educational seminars.

 Instructor's Courses

 

 

On-Demand WebinarMaking the Client Interview Count On-Demand Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <iframe src="https://fast.wistia.net/embed/iframe/xu0bpc2ubm" title="How Do You Affect AGI? Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z0N/AODW1903Basic2Federal Tax Law Topic2019-01-31T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z

eweb keepalive image