Webcast: Proactive Financial and Tax Planning: The First 100 Days

Recording | Slides

The integration of tax planning with your client’s overall financial planning strategy is critical to achieving long-term favorable outcomes and as a CPA serving individual, family, or business owner clients you continue to refine strategies you are using with them. In this webcast, Bob Keebler will discuss:
  • Lessons learned from tax season
  • The latest strategies to address the outcomes of the first 100 days of the Trump administration
  • Estate, tax, retirement, risk management and investment planning opportunities to consider year-round
  • Key ideas in the current tax proposals
  • Tips on how they are encouraging their clients to take action