Best Tax Planning and Money Management Ideas for Your Growing Middle Income Clients

When:  Nov 8, 2007 from 08:30 AM to 04:30 PM (ET)
Turn your younger and middle-income tax clients into profitable long-term clients with totally integrated tax and money management strategies. Help clients reeling from the stock market ups and downs to plan ahead and build financial security. Help your clients save more, pay lower taxes and reduce risk. You will learn to guide your client through planning for income and deductions, home ownership, savings, investments and retirement. By delivering coordinated tax and financial planning advice, you can help clients reach their financial goals. Start your clients on the steps to financial security today.

Location

Woodbridge Hilton
120 Wood Avenue South
Iselin, NJ 08830