Savvy Tax Planning School for Financial Advisors
Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!
With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
New York, NY: July 9–10, 2020
Chicago, IL: September 10–11, 2020