From Preparer to Tax Strategist: Strategies to Add Tax Alpha to Your Clients Wealth | FREE for ISCPA members

Overview

This event is only available to ISCPA members. Not an ISCPA member? Join today!

Highlights

As one of your clients most trusted advisors, the buck stops with you for better or worse on financial strategy. Come join the webinar to learn more on how to continue to build trust, add tangible value, and minimize your client’s lifetime tax exposure by identifying what are the right questions to be asking in meetings, becoming informed on what these advanced strategies are, and finally knowing when it makes sense to deploy them.

Designed For

All CPAs.