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ONE, BIG, BEAUTIFUL BILL ACT
The session led by nationally renowned CPA Bob Keebler explores the sweeping provisions of the One Big Beautiful Bill Act (OBBBA), a comprehensive legislative overhaul that makes…
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Tax-Efficiency for Retirement Spending (Approved for 2 IAR Prod and Pract CE) - 06.21.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
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Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR Prod and Pract CE) - 06.23.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and…
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What Clients Need to Know when Changing their Residency (Approved for 2 IAR Prod and Pract CE) - 06.23.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and…
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Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.12.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
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