Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Business Succession Planning in High Demand
Provide the guidance you clients need by identifying key personnel and financial issues that should be considered before transitioning the business. Learn conveniently online and qualify for 30 CE/CPD credits before year end. Choose Fundamentals of Succession Planning by November 6 and save $200 on tax deductible tuition fees.
