The Elite Tax Planning Academy is a two-day event (16 CPE credits) that brings together some of the most forward-thinking professionals in the industry to teach Elite Resource Team's financial advisors, and their CPA partners, how to work with a team of specialists to offer more proactive and comprehensive services to their clients. Each presenter is a specialist in their respective sections of the tax code. Over the next two days, advisors and CPAs will learn about advanced planning techniques as well as cutting-edge business building skills.
Technical Topics Include:
Business Building Topics Include:
By contacting us, you may be offered information regarding the purchase of insurance and investment products.