Hosted by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
If you’re adding tax planning to your service model, this session is your blueprint. Get a guided tour of essential concepts, tools, and workflows that can add immediate client value.
Key Takeaways:
1) The five most common tax planning mistakes advisors make
2) How to review a 1040 for planning opportunities in under five minutes
3) Free resources and tech tools to get started fast
