CPAs are often considered a client’s most trusted advisor. Investment planning and tax optimization are essential for wealth creation. This webinar will examine a variety of planning strategies that will enhance your relationship with key clients. Retirement planning, IRA conversions, loss harvesting along with a discussion of investment strategies and portfolio management are some of the topics to be covered during this webinar.
This webinar is available with
NO ADDITIONAL FEE if you have an active
all access membership or
webinar membership or can be purchased for
$20.00!
| Instructor: | Frank Castillo CPA |
| Course No: | TAX-INVESTTAX-G10140 |
| Recommended CPE: | 2.00 |
| Delivery Method: | Group Internet Based - Webinar |
| Date Offered: | 7/11/2023 10:00 AM - 11:00 AM |
| Level of Knowledge: | Intermediate |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Registration Requirements: | Registration with GoToWebinar is required |
| Recommended Field of Study: | Specialized Knowledge (1.00 Recommended CPE)
Taxes (1.00 Recommended CPE)
Webinars - Group
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