Webinar Registration

Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities

Thursday, June 18, 2020 at 4:00 PM ET

EVP, Financial Planning

Scott Bishop, CPA/PFS, CFP®

STA Wealth Management

This session will feature an-depth review of a checklist developed by leading CPA to help you add value to your client relationships. Use this checklist and compare to a client’s 1040 side-by-side to identify key issues and planning needs for your tax clients.

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