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Sophisticated Tax Planning for Your Wealthy Clients 2015


That's a Wrap! Best Planning Ideas Panel


Nov 17, 2015 2:45pm ‐ Nov 17, 2015 4:00pm

Standard: $49.00

Description

Join a spirited, fast-paced discussion by a distinguished panel of experts on the following topics:
• Hot-topic ideas involving same-sex marriage and health care court decisions
• The best and most-valuable tax and financial planning ideas presented at the conference
• Planning ideas to immediately implement with clients to save them money
• Planning ideas that can generate more revenue for your practice

Speaker(s):

  • Robert S. Barnett, CPA, JD, Partner, Capell Barnett Matalon & Schoenfeld
  • Jeremiah W. Doyle, LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP
  • Carol E. Tully, CPA, JD, AEP, Member of the Firm, Wolf & Company PC

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