The ABCs of Advisory Services
Date/Time
5/18/2024
9:30 AM - 11:25 AM Central
9:30 AM - 11:25 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Speakers:
Arthur Werner
Shelli Huston, CPA, MS
Location
Webinar
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