Individual & Financial Planning Tax Camp

Individual & Financial Planning Tax Camp

Individual & Financial Planning Tax Camp

Presenter

Neil Brown, Wealth Manager, Burkett Financial Services, LLC

Overview

Each year brings its own set of tax-planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on clients' lives, while also bringing value to you and your firm.

Those involved in tax planning for individual who need to go beyond basic tax and financial planning techniques won't want to miss this course!

8.0 CPD Credits

Registration

Registration is open through 10/22.

Member Price

$419

Nonmember Price

$469

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100

Tuesday, October 22

8:30am to 4:00pm (Check-In 8:00am)

Add to Calendar

WICPA Professional Development Center

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.