Description
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.
Highlights
• Planning around new tax laws • ESG
Objectives
• Understand the latest on regulatory requirements, investment strategies and theories in Environmental, Social, and Governance Metrics. • Learn how to leverage various tools and techniques to serve your clients better.
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$49.00
Non-Member Fee
$59.00
Your Price
$59.00
Upcoming Courses
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Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
October 24, 2025
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Surgent's A Complete Guide to the Yellow Book
October 24, 2025
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Individual Tax Fundamentals - Tax Staff Essentials
October 24, 2025
View all upcoming courses