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This session is eligible for 1 CFP continuing education credit. To obtain the credit, you must provide your CFP number. The session may be eligible for other forms of continuing education, and our team is happy to sign a certificate prepared by you acknowledging their participation but will not be responsible for ensuring other eligibility requirements are met for any other designations.
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Price
$47
On-demand Session
"Help! I Have a New Source of Income… How Do My Taxes Get Paid?"
Get Immediate Access to the CE Course for Financial Advisors!
- Actionable Insights: Gain practical strategies and scripts you can implement immediately to improve client tax outcomes.
- CE Credits: Earn 1 CFP® CE credit while gaining practical, impactful tax planning skills that enhance your client services and compliance.
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Expert Guidance: Learn from industry leaders Steven Jarvis, CPA, and Matthew Jarvis, CFP®, with years of hands-on experience.
- Enhanced Client Value: Help your clients navigate new income streams confidently, save money, and avoid common tax pitfalls.
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