This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a great financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.