Financial Planners Webinar: How strategic tax coaching will help you and your clients
In this free webinar, you will learn about how we’ve saved over $396MM for our clients with Strategic Tax Coaching
How does an STC plan benefit your client (besides Tax Reduction)
Creates a clean, detailed, and overarching plan for your clients covering
Taxes
Retirement
Estate & Gift taxes
Entity / Legal formations and choices
Integrates the team with the client
Open meetings for all advisors of the client (CPA included!)
Creating Cash Flow
No more quarterly estimates
Reducing withholding taxes
In this free webinar, you will learn about our speciality Strategic Tax Coaching
Simply fill out the form on this page to gain access to this free webinar!
