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surgentcpe.com
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)
This course is designed for participants to understand the core concepts of trust and estate income tax preparation. It explains the common terminology and complicated income tax rules.
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Nov 5, 2024
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The Flashy Car Myth vs. The Reality 🚗💼 The image of an agent driving a luxury car and picking up quick checks is why the industry is full of amateurs. But that success is a tiny portion of the competent work required to be great. What people miss is the massive effort that goes into truly being a fiduciary to a client. That means: • Understanding your financial situation. • Treating your money with the same care and respect I would treat my own. • Putting your financial goals ahead of the comm
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