Looking to take your business and client relationships to a higher level? Joey LeBlanc, DFA-Tax Services Specialist™ shares how she accomplished that with a Knowledge Bureau education!
About the DFA-Tax Services Specialist™ Designation Program
With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex—and then help families accumulate, grow, preserve and transition wealth with tax-efficiency. You’ll offer year-round counsel tailored to your clients’ specific financial goals.
Suggested courses:
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