Advancing Knowledge in Financial Planning
EPC of Central Arizona is an excellent opportunity for education and networking with other financial and estate planning professionals in the central Arizona area. EPC events are for financial and estate planning professionals from all areas and designations. In February, don't miss Jeff Levine from Kitces.com share his knowledge on the Federal Tax Updates and Maximizing Stepped Up Basis for Couples!
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Estate Planning for Income Taxes
*Trusts as Beneficiaries of IRAs
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