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Individual Tax Update: OBBA and Recent Developments

Monday, Jan. 11 9:30am - 11:30am

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Surgent's Excel Tables and Conditional Summing

Monday, Apr. 12 10:00am - 12:00pm

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Calculating the Retirement Need

Tuesday, Mar. 16 2:00pm - 3:00pm

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Get started with Power BI

Wednesday, Nov. 11 11:00am - 1:00pm

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Calculating the Retirement Need

Friday, Nov. 13 9:00am - 10:00am

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