Introducting a New Diploma Program
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. The program provides critical technical studies for professional tax accounting and financial advisors whose clients are facing increasing tax audit risk with recent changes for capital gains dispositions, rental property ownership and family business succession.
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Check It Out: 13 Great Sponsors at the 2024 Acuity Conference for Distinguished Advisors
Have you added your company’s logo to the list of esteemed partners at this year’s Acuity Conference for Distinguished Advisors? There is still time to promote your good work nationally and join this illustrious group. Get in by September 30!
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Meeting Professional Standards of Conduct
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
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Economic Statespersons: Leadership at the Next Level
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
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15 Sessions, 20 Thought Leaders: The Full DAC Agenda is Revealed!
Mark Your Calendar for the weekend of November 9-12. You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors. Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough. It’s the Acuity Conference for Distinguished Advisors (DAC) and the full agenda is now here!
Register by September 30 early-bird deadline – Ask about group rates, how to buy a table and access to VIP Affinity Program rates. Here’s the run of the events:
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