The pandemic has triggered many changes in tax rules and tax professionals need to take action to optimize the tax picture for individual clients. .. Read more The SECURE Act, the CARES Act, and other legislation have affected your clients and there are many questions that still need to be sorted out for future planning purposes. This one-hour CPE session presented by experienced practitioner and instructor Barbara Weltman, J.D. will provide and update on critical year-end tax steps for your individual clients.
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