We are pleased to be able to offer tax counsel through our Managing Director of Tax Issues, Jana A. Hill, CPA. For more information about Jana, please see her bio on our Staff pages.
The Blair Group has a longstanding reputation of providing quality plan design and services to tax professionals throughout the state of Texas. We are now sponsoring a continuing professional education course for certified public accountants in Texas and New Mexico.
These complimentary courses are entitled, "The Fundamentals of Annuities and Life Insurance Planning for the CPA." At the conclusion of the course you will learn how you can provide financial and insurance services to significantly increase the revenue to your practice.
Attendees will earn 4 CPE credits and will develop an understanding of the classifications, key features,- and provisions of fixed and indexed annuities;- will be able to identify appropriate applications for annuities, types and principle uses of life insurance, and estate planning, business uses, and trusts.