Upcoming Events for Financial Planners

Breakfast Keynote- Stop leaving money on the table. Build a Tax Consulting Practice

07/24/2024 8:15 AM - 10:15 AM

Organization: California Society of Tax Consultants

Hosted by: California Society of Tax Consultants

Attorney Frank R. Acuña will discuss how to build a Tax Consulting Practice. This course is designed as at the Intermediate Knowledge Level, but targeted at all levels.

a. Identify the areas of tax planning for which clients are clamoring for help.

b. Learn the basics of each of these areas, and identify further knowledge, training, and experience needed to consult with clients in each of them.

c. Develop marketing statements and a marketing calendar for tax consulting.

Location: Silver Legacy Resort & Casino- Reno, Nevada

Click here for more information or to register.

Stump The Experts!

07/24/2024 1:15 PM - 3:00 PM

Organization: California Society of Tax Consultants

Hosted by: California Society of Tax Consultants

This is a special question and answer session with our unique panel of Tax Experts that includes many of our terrific speakers who have agreed to let us test their tax knowledge! Do you have a burning question that is driving you crazy because you cannot find the answer on your own? Did you learn something in one of your classes that needs further explanation for you to understand the tax concept? Questions will be collected during the Symposium

Location: Silver Legacy Resort & Casino- Reno, Nevada

Click here for more information or to register.