Checkpoint Learning

Course Detail

Advising Clients Through Good and Bad  

CATEGORY: Specialized Knowledge & Applications, Taxation
COURSE ID: W810T, VERSION 1.00
  Webinar
4 CPE Credits
When things get tough clients need advice. When times are good clients need advice. This practical course helps you understand how to assist the client with methods and procedures to help their business to succeed in both good and bad times. From setting up the structure, helping the client understand their financials, inserting protections for their future, and knowing the danger signals of tax problems that can arise when times get tough.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT. 

Who should attend: Practitioners who desire to assist their clients with financial and tax planning strategies. 

Instructors: Rick Oelerich, LPA, EA, and Tim Sundstrom, CPA, CFP
Instructor assignments are fluid and subject to change.

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