2022 IRS inflation adjustments New legislation for 2022 Pending/potential legislation Impact and recommendations for advisors and clients Planning for Rising Inflation and 2022 Tax Changes Sign Up and Watch Now Diversity and Inclusion in Financial Planning Education: Creating a Diverse Workforce ...
Surgent Tax continuing professional education (CPE) courses are widely regarded as the best in the industry. Our Tax CPElive webinarsandself-studycourses, presented as live webinars, on-demand webcasts, and downloadable PDFs, have helped thousands of tax practitioners effectively prepare for and sw...
Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at Kitces.com where he’ll walk through the range of year-end tax-related opportunities and pitfalls for advisors and their clients, as well as key planning topics for advisors to consider as we move into 2025! Advisors wil...