Tax planning strategies fall into four broad categories: timing strategies, income shifting strategies, code-based strategies, and product strategies.
If you’re like most CPAs and EA’s you know a lot about the first three. But most of you have no formal training on the 4th: financial products.
Ed Lyon, Chief Tax Strategist, has already created hours of training to give you the most comprehensive tax planning training available.
This is the inaugural seminar where you’ll be introduced to our new Certified Tax Master program. Whether you’re interested in adding financial services to your business or just want an in-depth training on proactive tax planning strategies, this is the seminar for you.
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