(1.0 CE: CFP, CPA, CIMA)
Come join FPA Houston's NexGen on February 26th as we gather for dinner and a presentation.
In this 1 hour continuing education session, FPA Houston NexGen will be hosting a presentation by Nick Johnson, CFP®, CFA®, President and CIO of Willis Johnson and Associates. Nick will present case studies on the nuances involved with tax planning for clients in various life stages under OBBBA.
