2017 Tax Planning Opportunities And Traps For Investment Advisors
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11 reviews with 4 stars
(Updated: February 23, 2017)
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Timely and broad coverage of the potential tax issues. Thank you!
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(Updated: February 23, 2017)
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I hope Andy is OK.
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(Updated: February 23, 2017)
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Strong content. There were some areas that could have used some additional explanation, so a paring down of materials to better fit a 60 minute time goal might be better.
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(Updated: February 23, 2017)
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(Updated: February 23, 2017)
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