DAC: It’s Not Too Late to Join Us to Earn 15 CE Credits
Top guns know. . .be on the ground with DAC delegates on the eve of the American election and hear expert commentary about the fallout of this controversial and exceptional time. It’s not too late to join close to 200 delegates in San Diego Nov 6 – 9; there are a few spots left.
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Coming Soon: Fall Distinguished Advisor Workshops
Register by October 21 for early bird rates for Distinguished Advisor Workshops – fall edition. October marks the official start of “year-end tax planning season,” and this year there are lots of planning concerns for business owner-managers, real estate owners and succession planning. Top industry experts will enlighten you, so you can add value to your client relationships.
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Be Prepared When It Comes to Final Returns
Death is never timely, yet it comes to at least 1% of the population each year. Brushing up on filing requirements and planning opportunities in the year of death can save families thousands of dollars. Now is a great time to take Knowledge Bureau’s Final Returns on Death of a Taxpayer course so you can plan the after-tax consequences of deemed disposition of assets at death for your clients and their heirs.
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