By attending the BEST PRACTICES TOUR: ACCOUNTANT’S OBLIGATIONS IN RETIREMENT DISTRIBUTION PLANNING, CPAs will be able to:
- LEARN THEIR ROLE AND RESPONSIBILITY in retirement planning
- PREPARE THEMSELVES and their clients for tax hikes
- UNDERSTAND HOW the Government is taxing away their clients’ wealth – FREE Special Report included!
- LOWER their clients’ taxes
- DETERMINE if their clients’ IRAs are IOUs to the IRS
- LEARN ABOUT the Dodd-Frank Act and its importance
- DELIVER values, services, competencies, and solutions to their clients
- PROVIDE a variety of services that utilize this information to better serve their clients and their objectives
- HELP clients leave their families with legacies
All fields are required.
Event is Not Open to Liberty Tax Service or H&R Block Representatives