Attend this session and hear about changes in financial planning strategies under the new administration. We will survey the current financial planning horizon for ideas on how CPAs can best help clients meet their short and long-term goals.
BENEFITS
Earn 2 CPE credits in Consulting Services.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.