This course explains how a financial adviser applies an understanding of the key aspects of taxation to assists clients to secure a financial future.

6-hour CFP CE-eligible Kitces Course for financial advisors on how to review clients' tax returns, using guided video tutorials & interactive skills ...

15 нояб. 2024 г. · Gain the foundational knowledge you need to include comprehensive tax planning in your financial plans with our TPCP™ designation.

This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the ...

The course covers three tax planning strategies: eliminate, reduce, and defer taxes payable by clients.

The course is comprised of assigned readings, Income Tax Act section references, lectures, group discussions and sample tax problems.

The CTS™ designation is the first of its kind in the industry and has proven effective in helping reducing clients' tax obligations. With CTS™ knowledge and ...

Help your clients with better income tax planning by becoming a "1040 Diagnostician" with these two 90-minute in-depth training programs on IRS Form 1040 ( ...

This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.

31 июл. 2024 г. · This a 2-day tax management training course gives you the tools and strategies to attract and convert more clients in the $1 million to $5 million demographic, ...