Fresh off the November election, join tax and financial planning expert, Bob Keebler, CPA/PFS, for this webcast as he shares actionable planning ideas you can put into practice to help your clients before the year ends.
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Robert S. Keebler
The election has immense implications given the wide and growing gap in tax policy between the two parties. This year, more than any in recent memory, provides an opportunity to capture savings via year-end planning.
This webcast will cover the most relevant planning topics based on the results of the November election. Topics may include:
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