Pre-Recorded Webinar
Basic Tax and Financial Planning Every Tax Pro (Should) Know!
BONUS: Get the Tax and Accounting Playbook!
Are you providing basic planning for your clients? What about your own planning?
Joining Eric Green is Dr. Rick Wells, retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. Its time to stop being the ‘cobblers kids without shoes’ and get your own estate and tax planning in order to maximize your bottom line and bring real advisory level advice to your clients and justify the higher fees you should all be charging! Our advice is to sit in on this conversation and begin to see things you either have forgotten in your over-caffeinated, hectic lives, or maybe even never heard before!
REMINDER: Get the Tax and Accounting Playbook when you Opt-In to access the recording.
Please use the form below to access the recording and handouts for the program. Reminder: There is no credit for recordings.
Meet the Speakers
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Richard H. Wells, Ed. D.
As a financial advisor, Dr. Wells brings his service-oriented ethos to helping families, professionals, and organizations build strong financial futures. His expertise in retirement planning and wealth management reflects his dedication to guiding others through challenges to create sustainable solutions that align with their values and goals.
Through his work as a mentor, speaker, and advisor, Dr. Wells shares powerful insights on goal setting, leadership, and wellness. With decades of dedicated service to the community and the country, Dr. Wells continues to lead by example, offering practical strategies to elevate individuals and organizations alike.
