1 year ago · 57 min watch
Be ready to take the next step in addressing your clients’ tax and planning needs.
Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever. Now that the rush of tax season is over, you can turn your attention to some planning of your own. Have you thought about formalizing financial planning in your practice?
In this webcast, Lyle Benson, CPA/PFS will share