1.00 CPE Credit Hours
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A link to access the course will be emailed to all attendees the day prior to the event. Registration IS REQUIRED for this course.
Objective
Come join the webinar to learn more on how to continue to build trust, add tangible value, and minimize your client’s lifetime tax exposure by identifying what are the right questions to be asking in meetings, becoming informed on what these advanced strategies are, and finally knowing when it makes sense to deploy them.
Highlights
As one of your clients most trusted advisors, the buck stops with you for better or worse on financial strategy.
Advanced Preparation
None
Developer
Iowa Society of CPAs
Presenters
Zachary Vande Weerd,
Level of Knowledge
All Levels
Course Location
Online (IA)
123 Online Lane
Online, IA 00000
Member
$0.00
Late
Registration *
$25.00
Non-Member
$125.00
Late
Registration *
$150.00
* If postmarked after 10/19/2026
AICPA Members
Receive a $30 Discount on AICPA Courses!