Advising Clients Through Good and Bad

CATEGORY: Specialized Knowledge & Applications, Taxation

COURSE ID: W810T, VERSION 1.00

Webinar

4 CPE Credits

When things get tough clients need advice. When times are good clients need advice. This practical course helps you understand how to assist the client with methods and procedures to help their business to succeed in both good and bad times. From setting up the structure, helping the client understand their financials, inserting protections for their future, and knowing the danger signals of tax problems that can arise when times get tough.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Who should attend: Practitioners who desire to assist their clients with financial and tax planning strategies.

Instructors: Rick Oelerich, LPA, EA, and Tim Sundstrom, CPA, CFP

Instructor assignments are fluid and subject to change.

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844.245.5970 for more information or other options.

Advising Clients Through Good and Bad

Accreditation Information

Learning objectives

Course outline

Requirements