Michael McIntyre, National Training Director at The Estate Planning Team, presents a webinar on: Deferring Capital Gains from highly appreciated assets, how to invest in future businesses and property pretax and how to earn investment income on what could otherwise be paid in taxes.
Strategic Source and Heather Hansen, Regional Manager at leading DMS provider PBS Systems, will give you information on core delivery values offered by today’s DMS Platform and how digital tools and your data value can increase sales.