Profitable Client Tax Planning: 3 Keys to Advisors Succeeding
Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.
With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Thursday, November 29, 2018 at 4:00 p.m. ET / 1:00 p.m. PT