Contributions Advice Refresher – April 2018

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Total: $132.00
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CPD Hours: 1

Webinar Type
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In this webinar, we will cover:

  • Facts -v- tax advice -v- licensed advice
  • When you can rely on advice you provided last year, and when a new SOA is needed
  • SOA templates you have access to
  • How to generate an SOA out of Midwinter (a refresher)

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