Surgent’s Weekly Expert Hour

As financial and tax professionals well know, information overload is a constant struggle. Things change quickly, and the sheer number of changes being made on a daily basis is enormous.

Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming.

Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry.

The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients. Every financial professional will benefit from this series.

Major Topics

• Each week’s topics will change based on the most critical issues affecting financial professionals

Learning Objectives

• Be well informed on current topics impacting taxes, finance, and industry

Designed For

• Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Prerequisite

• A general familiarity with the current financial climate