Mark Your Calendar: 8 Critical Questions Webconference

1st Global is sharing the eight critical questions tax practitioners need to answer about their practice and wealth management in an hour-long webconference on Wednesday, June 21, beginning at 10:30 a.m. Central Time. Wealth Management and Your tax Practice: 8 Critical Questions will offer specific action steps and systems ready to be put to work within a firm.


Advertisement


Attendees will gain valuable insight into:

  • The fundamentals of wealth management
  • Beliefs about wealth management
  • Wealth management education
  • Client relationships
  • Wealth management systems
  • Leadership and success

To register for the webconference visit the 1st Global web site at: www.1stglobal.com.

You may like these other stories...

By Cathy Stopyra and Todd SimmensUnderpayment interest, refund interest, and penalties charged to businesses are just a few of the considerations the IRS calculates when determining taxation for a given company. Though...
FASB mulling a revamped income statementDavid M. Katz of CFO wrote on Tuesday that the Financial Accounting Standards Board (FASB) is in the early stages of researching whether to launch a project aimed at improving and...
You have a big presentation forthcoming that might enable you to land a huge client for your firm. Are you sufficiently relaxed to be at your best? Let me offer a story and some observations that drive home a crucial point....

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.