Assets, Income and Cash mini

$29.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-T-01294-19-S  3 Credits   Taxes   Danny Santucci
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
Interactive Self Study  None   None   Overview 

 


Course Description: 
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified ex-planation of tax-economics that will permit the tax professional to locate, ana-lyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the account-ant into the world of financial planning.

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