Show Your Value with Retirement Transition Tax Planning Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.
Bridge Building and Tax Efficient Distribution Strategies Your clients have worked hard to save for their retirement, help them make the most of their money by explaining the three typical retirement drawdown strategies.
Tax Planning Opportunities with the Tax Cut and Jobs Act Learn to explain how the Tax Cut and Jobs Act affect your clients and provide appropriate solutions.