How to Integrate Tax Planning Into Your Financial Planning

In the webinar, Tax Planning Certified Professional™ (TPCP™) Program Director Sophia Duffy, JD, CPA, AEP® and Professor of Practice in Tax Planning Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™ discuss proven strategies to uncover tax-saving opportunities, how to incorporate them into comprehensive financial plans, and the value this brings to client service.

Whether you're an experienced advisor or looking to expand your expertise, this session provides the tools to deliver tax-efficient solutions that align with your clients' financial goals and drive better outcomes.

More From The College

• Learn about our Tax Planning Certified Professional™ (TPCP™) Program
• Take a tour of TPCP™