Authors
Sophia Duffy
JD, CPA, AEP®
Jeffrey Levine
CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA
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November 20, 2024
In a recent webinar for WealthManagement.com, two College professors and tax experts shared their knowledge on how tax planning can be integrated into 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.
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