UPCOMING WEBINAR: Tax Planning for Financial Advisors
Don't Miss This!
Tax Planning for Financial Advisors: Strategies for Year-End Success
with Catherine Tindall, CPA
- Smart year-end planning
- Actionable tax insights
- Reduce tax stress
Tuesday, Nov 18 | 4 PM ET / 1 PM PT
Click the link to register: paretosys.co/tax-planning-webinar
