Influencer call
Join Caroline Farr and Kyle Perel from the U.S. Treasury for an exclusive discussion on the wins of the WFTC and what the largest tax refund in history could mean … Read more
Even well-designed financial plans can fail when research, documentation, or execution falls short. Steve Parrish, Professor of Practice at The American College of Financial Services, joins us to discuss recent … Read more
The annual Heckerling Institute on Estate Planning is one of the largest gatherings of estate and business planning attorneys, CPAs, and advisors. Join our next Influencer-Only call as Todd Steinberg and Jeremy Brown of … Read more
