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Taxation and Financial Planning
Gain the insight you need to make strong recommendations.
Whether you’re serving corporate or private clients, dive deep into the knowledge and best practices you need. Choose from a wide variety of focused topics, including current tax updates, tax strategies, retirement and estate planning, asset protection strategies, social security rules, and much more. Our instructors are industry experts who’ve been there, and bring a real-world perspective to help you apply your learning.
Course times are displayed in eastern time. Schedule is subject to change.