Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies

← Return to The CPE Catalog
Thursday, June 21, 2018 @ 8:30am 4:30pm
Add to Calendar

Description

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as trusted advisor to your clients!

Credits

Category Amount
Taxation 8.00
The time is near. Please use our CPE catalog to register for another course.

Leaders

Peter Towle

Peter J. Towle, CPA, J.D., LL.M. Friendsville, Tennessee

Peter Towle is a sole practitioner with a general civil practice that includes business and commercial litigation, taxation, family/domestic relations, probate and estate planning, personal injury, accountant’s malpractice, and sports & entertainment representation. Prior to his successful law practice, Mr. Towle worked with a national accounting firm where he had substantial involvement in the development and teaching of various tax courses.

He is a member of the bar association in both Tennessee and Florida. A certified public accountant, Mr. Towle is an active member of the American Institute of Certified Public Accountants, the Tax Sections of the Tennessee and American Bar Associations, and the Tennessee Society of CPA’s. He is a registered investment advisor in the state of Tennessee.