Crunch the Numbers: Calculate Your Way to Tax Day

Tuesday, March 9, 2027 · 11:00am ET

Lessons/Sessions to be included:

• Crunch the Numbers: Calculate Your Way to Tax Day

CREDITS

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CFP / CFA / IWI
CE Credit

Crunch the Numbers: Calculate Your Way to Tax Day
No one likes surprises when it comes to Tax Day. Learn how to leverage our suite of tax tools to quantify after‑tax outcomes, identify planning opportunities, and guide clients confidently through tax season.

Learning Objectives:

How our suite of tax calculators can help you navigate the complex tax system from broad coverage with our investment tax calculator to the specific implications of charitable giving.
Practical applications and case studies.
Optimizing your clients’ portfolios for tax efficiency.

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Questions for the speakers

*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Eaton Vance.

If you are having any issues during registration, please send an email to ce@riadatabase.com

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