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Virtual CE Summit
November 1, 2023
Year End Tax Planning
This CE Summit agenda is packed full of vital information tax and financial planning specialists need to know to plan to reduce taxes and build wealth this year and beyond, with a particular focus on year-end tax planning.
Who Should Attend?
This live CE Summit is ideal for training new and returning staff working in independent tax filing firms,
CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.
The Virtual session will also put advisors in touch with a national network of like-minded professionals.
Accreditation Reminder
EARN UP TO 10 CE CREDITS WITH THE LIVE VIRTUAL CE SUMMIT OR RECORDED SESSIONS
PLUS
THIRD PARTY ACCREDITATION: Insurance Council Credits Included.
Detailed Agenda
(Come back often as new details are released)
In an industry where so much emphasis is placed on continuing education, I’ve taken many courses through multiple providers. I find that most have their own difficulties keeping up with tax changes to ensure their own content is always up to date. That was the difference with Knowledge Bureau. All information was updated to current tax rules and guidelines.
Steven Hughes, CFP, CIM, CLU, CHS
