January 8, 2025 Breakfast Meeting

January 8, 2025 Breakfast Meeting

Topic: Serving Clients Deeper In Taxes Compliantly: Tax Planning Vs. Tax Advice

Speaker: Leland Gross, CFP, EA, Founder, CEO, Peacelink Financial Planning

Date: Wednesday, January 8, 2025

Time: Registration/Networking 7:30 am - 8:00 am; Program/Breakfast 8:00 am - 9:00 am

Location: Town Center City Club, Virginia Beach, VA

CE: 1 hour CFP CE approved for Chapter Members

Cost: No charge for Chapter Members and first time guests; $40 all others

Registration: Register by Monday, January 6th at 5pm

Program Overview:

In this session, advisors will gain a comprehensive understanding of the types of tax advice they cannot provide without being a designated tax practitioner, such as a CPA, EA, or attorney. Explore the allowable types of tax advice from a legal standpoint, while also recognizing the potential liabilities for advisors and their firms in the absence of proper procedures for competent and client-centric tax advice. Discover the nuances between tax planning and tax advice, and learn best practices for advisors to add value through tax planning when direct tax advice may not be an option

Host or Publisher Financial Planning Association of Hampton Roads