Savvy Tax Planning School for Financial Advisors
Don’t let clients overpay taxes! Build loyalty, referrals, and profits when you add a tax focus to your planning business.
With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
New York, NY: September 26–27, 2019