Tax Planning Ideas for the Financial Advisor to Share with their Clients

Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA,

Date: Wednesday, July 10, 2024 at 12:00 PM ET

Attendee's Excellent Rating: 91%

Webinar Replay Description

Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes.

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Tax Planning Idea - 07.10.2024

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