How to Find Planning Opportunities When Reviewing a Tax Return
Learn how to navigate a client's tax return and gain insights into how to better spot planning ideas and opportunities. Eligible for 6 Hours of CE. Users must complete the course within 180 days after purchase. After 180 days, users retain...
Maximizing Social Security Benefits For Couples
Learn how to best coordinate and maximize your clients' Social Security planning to ensure the most optimal benefit. Eligible for 5 Hours of CE.
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