2022年为您的客户和企业制定最佳计划
学习如何迎接新的一年，以最好的服务你的客户，并继续发展你的业务.
Format
Webcast
Date
Jan 19, 2022
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Lyle K. Benson, Michael Goodman, Scott Sprinkle, Sue Stevens
Availability
3 months
Product Number
WC3552309
Preparing for the year ahead
加入一个由领先的注册会计师财务规划师组成的小组，听听他们是如何在他们的业务中做出或计划做出改变的. You'll get tips and insights about:
Strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning
如何应对税收立法的变化，无论是建议还是法律
如何加深客户关系，提升客户体验
Key Topics
- Planning techniques for your clients
- Business considerations to evolve and grow
- 与个人客户有关的税法改变
Learning Outcomes
- Identify tax, retirement, estate, investment, 以及在未来一年为客户考虑的风险管理计划
- 区分变化，使您的业务继续发展
- 了解影响个人的最新税法变化
Who Will Benefit
- 大中型企业和中小企业的会计、财务专业人员
- Small practitioners
PCPS members save 20%:
结帐时需要一个优惠码才能收到折扣价格. 优惠码和其他PCPS折扣信息可以找到 here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
6+ registrants
We can help with group discounts. Call us at 1- (option 1) or email us at salessupport@albertsanz.net
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