Events
Learning
Community
About
Join a panel of leading CPA financial planners to hear how they have made or plan to make changes in their businesses. You’ll get tips and insights about strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning
Also, how to respond to tax legislative changes, whether they are proposals or law and how to deepen relationships and elevate your clients’ experience.
•Strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning •How to respond to tax legislative changes, whether they are proposals or law
•How to deepen relationships and elevate your clients’ experience
*Planning techniques for your clients *Business considerations to evolve and grow *Tax law changes relevant to individual clients
CPAs and other professionals who serve individuals
– Professional financial planners who provide tax, estate, retirement, investment, and risk management services
– Small and medium-sized firms
Basic knowledge of tax, retirement, estate, risk management, and investment planning
None
Update your browser to view this website correctly.
