Critical Tax Planning Ideas for the Mass Affluent
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, February, 18 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

What You'll Learn
In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join highly respected Bob Keebler, CPA to learn the most important and time-appropriate planning…