Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past. Apply tax-planning moves in light of new and recent tax developments. Recognize ways to protect your client from tax pitfalls. Recall anticipated possible tax legislation and determine how to
Basic knowledge of individual income taxation
Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as trusted advisor!
Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Intermediate