Strategic Tax Coaching – Value Addition for Financial Planners
In this free webinar, you will learn about our Strategic Tax Coaching Value addition for Financial Planners
Simply fill out the form on this page to gain access to this free webinar!
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!
