The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy (Panel)

by | Nov 12, 2019 | Local

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Date/Time
Date(s) - 11/12/2019
11:30 am - 1:30 pm

Location
Golden Gate University

Categories


Panel: Heather C. Liston, CFP®, EA, Program Director, UC Berkeley (Moderator), Sandi Bragar, CFP®, Partner, Aspiriant, Daniel Lee, CFP® , CFA, Wealth Manager, Plancorp, Lauren Stansell, CFP®, Partner, Yeske Buie

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