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November 18-19, 2020. As tax compliance services face increasing competition, now is the time to extend your practice to include a high-value, future-ready personal financial planning service.
Houston, TX, Nov. 18–19, 2020
Field of study: Business Management and Organization
Price range from: $1,095.00–$1,395.00
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Conferences
October 28-29, 2020. Tax compliance services are not enough for clients who have an incomplete understanding of their personal financial situation and are seeking advice on topics like cash flow planning, retirement planning, tax planning, education planning, issues with risk management, and more.
Dexter, MI | Oct. 28–29, 2020
Field of study: Business Management and Organization
Price range from: $1,095.00–$1,395.00
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Conferences
November 18-19, 2020. As tax compliance services face increasing competition, now is the time to extend your practice to include a high-value, future-ready personal financial planning service.
Houston, TX | Nov. 18–19, 2020
Field of study: Business Management and Organization
Price range from: $1,095.00–$1,395.00
View details
Conferences
Building Your Tax and Financial Planning Advisory Business Workshop - held at ENGAGE 2020 is a workshop that will give you the tools to position your firm securely for the future for your clients, the services you offer, and your current and future staff by offering highly desired and valuable tax and financial planning services
Las Vegas, NV | June 6–7, 2020
Field of study: Finance, Management Services
Price range from: $895.00
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