TAX PLANNING CERTIFIED PROFESSIONAL™ PROGRAM
Your clients have varying needs, yet one is consistent—the desire to pay less in taxes. We are excited to announce a new tax planning program, the Tax Planning Certified Professional™ (TPCP™), designed to deepen your understanding of modern lifecycle tax planning with insights from Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™ and other leading tax planning experts, including:
- Michael Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU, REBC, CASL
- Michael Finke, PhD, CFP®
- Alan Gassman, JD, LLM (Taxation), AEP® (Distinguished)
- Ed Slott, CPA
- Sophia Duffy, JD, CPA, AEP®
Join the waitlist now to be alerted when the TPCP™ opens for enrollment and receive significant tuition savings.