Tax Planning
Join renowned tax expert Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a comprehensive Tax Planning Masterclass packed with cutting-edge strategies to help advisors and clients maximize savings and minimize liabilities. This exclusive session delivers actionable insights on current tax laws, wealth transfer techniques, and proactive planning opportunities you won’t want to miss.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: June 18, 25, July 2 and 9.
- Format: Interactive PowerPoint presentations.
- Exclusive Bonus:
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
Join us for this in-depth series to elevate your tax planning knowledge!
Guest Expert:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
