Is your business prepared for tax season and your financial future? Join CCIAOR for a tax and financial planning webinar with business accountant Stephen McMahon, CPA with SPM & Co along with financial planner William G. Scotti III, Wealth Management Director, and Dan Sparta, Wealth Management Consultant for Axial Financial. They will present tips and best practices to plan for a stress-free tax season and how you can plan your business future. Learn which Financial Planning Strategies are available to real estate professionals and how utilizing these products can help you around tax time while helping you plan for retirement.
This class does not meet Massachusetts Continuing Education requirements.