Be ready to address clients’ tax and planning needs.
Post-tax season is the perfect opportunity to discuss the impact on all aspects of your clients’ financial lives. In this webcast, Bob Keebler, CPA/PFS will discuss:
Lessons learned from tax season
Estate, tax, retirement, risk management and investment planning opportunities to consider year-round
The latest strategies to address the impact of tax reform on all planning areas
Tips on how they are encouraging their clients to take action