Date: Monday, August 8th 2:00 – 4:00 PM EST
Speaker: David Ramirez, EA, JD, MST, USTCP
Price: $60 for NAEA Members | $100 for non-members
CE: 2
Many times, it isn’t about what the client filled out on the financial statement — it is about what they did not put on the financial statement. This session will help the representatives avoid unnecessary surprises and will provide tools to complete a more in-depth financial analysis.