Live Webinars
What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 07.22.2024
Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics,…
What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 08.05.2024
Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics,…
Join CPA Larry Pon for an insightful and practical webinar designed to equip financial advisors WITH SMALL BUSINESS CLIENTS with the essential knowledge needed to effectively…
Join estate planning attorney Alan Gassman for in-depth webinar tailored specifically for CPAs looking to expand their expertise in estate tax planning. This session, "CPA’s Guide…
A funeral and burial costs $8,300 on average, but end-of-life expenses can easily cost your client and their family so much more. While we advise clients to set aside funds for…