About
"Tax Planning and Strategies for Trustees" is an essential course designed for Trustees looking to enhance their expertise in effective tax planning and strategies. This comprehensive program covers crucial topics pertaining to financial regulations and best practices to optimize tax outcomes for trust beneficiaries. Participants will gain insights from industry experts and IRS Enrolled Agents, leading to practical knowledge and impactful solutions in managing trust assets. By completing the course, attendees will unlock specialized skills and certifications that distinguish them in the field, enabling them to provide unparalleled service to their clients and ensure compliance with IRS regulations.
You can also join this program via the mobile app. Go to the app