Tax Planning Ideas for the Financial Advisor to Share with their Clients
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, July, 10 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA
Tax Planning Educator
What You'll Learn
Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will delve into …