In an initiative to streamline the tax filing process, the IRS is moving away from its traditional “look back” model of compliance toward a substantially more “real time” one.
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.