Webinar Registration

Tax Strategies for Upper-Middle Class Clients
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, October, 3 • ET • 90 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA
Tax Planning Educator Keebler and Associates

What You'll Learn

Year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.