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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.

Join The Waitlist