2017 Tax Planning Opportunities And Traps For Investment Advisors

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11 reviews with 4 stars

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(Updated: February 23, 2017)
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(Updated: February 23, 2017)
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(Updated: February 23, 2017)
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went into some very dense material too quickly.....i.e. crt's

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(Updated: February 23, 2017)
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Some very effective reminders and points

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(Updated: February 23, 2017)
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Good reminder that tax law may change dramatically later this year and that clients will be affected.

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