As trusted advisors, CPAs are in a unique position to offer advice on the tax efficiency of a client's investment portfolio. This course will explain the benefit of using different tax registrations with different investment methods.
4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible seminar on alternative methods of investing, and what you and your clients should be looking for, on Thursday, November 9, from noon to 2 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.