The earner of this badge has completed Level 3 training. The earner has established an increase of their exposure into specialized tax niches and positioning their firm to capitalize on cross-selling opportunities, increased their skills at analyzing their client’s competitive position and convert this knowledge into tax planning and business advice, and gained the confidence necessary to begin assuming client and engagement management responsibilities.

Completed 40 hours of CPE Tax, Level 3, related courses.

 
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