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Live Webinars

Session 1 of Tax Planning Masterclass: Tax Bracket Management
Join nationally renowned CAP Bob Keebler for this session when he educates you on the topics listed below.Understanding the Multi-Dimensional Tax SystemOrdinary income tax…
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Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients
Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.Tax-Advantaged AccountsContribution optimization for IRAs, 401(k)s, SEP,…
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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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