Success Program Virtual Classroom - Tax Appointment

Presenter: Lawrence Freidrichs

Description: This classroom covers income tax fundamentals and calculations, charitable contributions, tax reduction, and management techniques.

Learning Objectives:

• Demonstrate understanding of common tax-saving strategies used during tax preparation and planning
• Demonstrate understanding of the issues surrounding amending tax returns for new clients
• Develop policies and procedures for your practice that will help you conduct efficient and effective tax-related appointments

CE Credits - 

NAPFA, CFP, NASBA, IRS

https://attendee.gotowebinar.com/register/439414911752949120