Retirement Tax Playbook
This webinar equips tax professionals with strategies for optimizing retirement planning, covering tax-efficient distributions, account management, and compliance best practices.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T
CTEC Course #: 6248-CE-
David Hilliard
,
EA, NTPI
David graduated from Cal Poly Pomona in 2001 and spent 20 years as a knight at Medieval Times before swapping his sword for a calculator in 2009. These days, instead of defending castles, he defends taxpayer rights, representing clients before the IRS and other agencies with over 25 years of management and customer service experience.A champion of tax professionals, David loves mentoring and teaching, sharing strategies to help others thrive in the industry. His passion for service has seen him volunteer for nearly every leadership role in the California Society of Enrolled Agents, proving once you’re in, you’re never really out—even as Immediate Past President.As Director of Tax at Chatterton and Associates, Inc., David channels this same energy into guiding a team of tax professionals. When not riding to clients’ rescue, he enjoys time with his wife, Patricia, their three kids, and their golden retriever, Montana.
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