Cut Your Client's Tax Bill: Individual Tax Planning Tips & Strategies
Patrick D. Kelley, CPA
Make sure your clients are protecting themselves from higher taxes. Learn the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up to date on the latest strategies to preserve your clients' wealth and ensure your role as trusted advisor to your clients.
Course materials include the impact of tax reform brought about by the Tax Cuts and Jobs Act of 2017.