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This workshop will walk you through how to create a tax plan.
Monday, August 28 11 am CT
Wednesday, August 30 11 am CT
We will highlight strategies in entity selection, retirement, and depreciation. You will have an opportunity to work in a small-group setting with a dedicated coach, who specializes in tax advisory, for hands on help.
The goal is for you to walk away with a fully built tax plan ready to share with a client.
Pre-work: Identify a tax planning client with a schedule C to create your first tax plan.