Year-End Financial and Tax Planning Strategies | PFP learning library webcast archive
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Year-End Financial and Tax Planning Strategies | PFP learning library webcast archive

1 year ago · 58 min watch

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Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this webcast, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients.

Learning objectives:

  • Evaluate and apply the appropriate year-end financial and tax planning strategies for your clients

  • Calculate the tax

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