Tax planning continues to be a key way to add value to client relationships, and the changes in laws in recent years make it even more important for financial professionals to keep up with the best strategies. This session provides actionable ideas around:
- Managing income in a tax efficient manner and the benefit of tax deductions
- Unique strategies for business owners, corporate executives and retirees
This video is available for one hour of CE credit for CFP and CIMA designations.