3 Keys to Profitable Client Tax Planning
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 Sean M. Bailey, Horsesmouth Editor in Chief
Thursday, October 28, 2021 at 4:00 p.m. ET / 1:00 p.m. PT