Join Dr. Carolyn McClanahan for the latest on how COVID has affected financial planning projections, emergency planning, insurance planning, estate planning, and the delivery of financial planning services. She will also provide an update on the status of our health care system and upcoming health coverage policies that will affect your clients. At the end of this webcast, you will understand what practices to put in place to best serve your clients going forward in this new normal.
CPA, Financial planners, tax professionals, Other qualified professionals
Basic knowledge of tax compliance and planning concepts