The Trusted Advisor - Investments and Taxes
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
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

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sponsor Number: 109423


Search Courses

Group Plan

Group plans are convenient and cost effective!

Authors Wanted

We are looking for authors!