Surgent's Individual and Financial-Planning Tax Camp (IFCP)

Description

Each year brings its own set of tax planning challenges, and this year of sweeping tax changes is especially complex. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantage. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

Designed For

Those involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques