Umbrella Financial
On-demand
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Thursday, February 2, 2023 · 8:30 PM CSTGet ready to take your financial services business to new heights with this power-packed training! This intense workshop will provide you with the strategies and tactics you need to drive growth and succeed.
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Thursday, January 26, 2023 · 7:00 PM CSTDuring this webinar, you will learn how to identify potential partners, make a strong first impression, establish and nurture partnerships, and measure success. We will also provide tips for effective communication, collaboration and goal setting. -
On-demandMost business owners don't know about this tax credit where business owners get up to $26k per W2 employee. We'll show you how you can get paid big commissions by offering FREE money.
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On-demandUmbrella International Group (UIG) is one of the largest independent tax preparation and financial health marketing organization in North America. For more than 15 years, our representatives have served families just like yours, providing a strong...
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Tuesday, April 14, 2020 · 6:00 PM CDTWhat we know so far about the Economic Economic Impact Payment -
Thursday, March 12, 2020 · 8:30 PM CDTWhat is the purpose of the Letter and visits to selected tax return preparers? Is this related to the IRS’s efforts to improve the accuracy and quality of the returns prepared by paid tax return preparers? -
On-demandReturn Preparer Due Diligence Audits with Respect to Refundable Credits.
For most tax professionals, conducting due diligence is second nature, an automatic reflex much like breathing. Umbrella Tax & Financial Services partners with Goldin Pei... -
On-demandWelcome to the "Live Debt Free Not Broke webinar. Get ready to learn how you can pay down or reduce your debt fast (…even if you’re dead broke). We're going to share with you our secret sauce and how we've been helping thousands of everyday peopl...
Past
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Thursday, March 26, 2020 · 12:00 PM CDTCOVID-19 has put a lot of Americans in a bad financial situation. Were you prepared? Did you get laid off your job? Do you have an emergency fund or $400 to $1000 in savings? If not, that's ok. We have you covered?
Become a Tax and Financial Coa... -
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