Newly Updated! Investment Tax Strategies Course
Tax is a trigger for affluent families, especially now, when higher taxes may loom in the future. Tax and financial advisors ultimately need to be able to expertly calculate capital gains and losses on the disposition of assets and properly report income transactions along the way. But, it is in the planning for tax efficiency that differentiates a “great” advisor from the rest. This newly updated course is here to provide help during these turbulent times.
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Welcome to Pre-Registration for DAC Acuity 2021
In our 18th year, we are excited to officially welcome you to pre-registration opportunities to Knowledge Bureau’s annual strategic educational conference for professionals in the tax, accounting, bookkeeping, and financial services.
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