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Time & Location
Aug 13, 2026, 4:30 PM – 7:00 PM
Cocina del Charro, 890 W Valley Pkwy, Escondido, CA 92025, USA
About the event
Program Overview
August 13, 2026| 4:00 pm - 7:00 pm Pacific | In Person
Hosted by Palomar Chapter
Speaker Rodney J Couts, EA
Description
This course is designed for tax practitioners who want to expand beyond compliance services and offer practical advisory services to individual clients. Using the Tax Code as a foundation, the course demonstrates how common client life events and financial transitions can create opportunities for meaningful planning conversations.
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