Reading tax returns for planning opportunities + COVID tax-breaks & bear market opportunities
Guest Expert: Scott Bishop, CPA/PFS, CFP®
Date:
Webinar Replay Description
This session featured an in-depth review of a checklist developed by leading CPA financial planners to compare a client’s 1040 side-by-side to identify key issues and planning needs for your tax cl
media:remote_video:d4ab8b10-ebe4-441a-af9b-ec44a2406e74
