Webcast: Year-End Financial and Tax Planning Strategies

Slides

Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this webcast, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients.

Learning objectives: