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Conference on Tax Strategies for the High-Income Individual 2016


105 - Inside the Tax Studio: New Opportunities in Planning for Aging Clients


May 23, 2016 4:40pm ‐ May 23, 2016 5:30pm

Standard: $79.00

Description

An informal, interactive conversation with two nationally renowned advisers on the important tax and financial planning issues facing our elderly clients today. You will:
• Understand the CPA’s role as trusted adviser to the aging client
• Learn about practical services the CPA can provide to this client base
• Learn about protecting aging clients from financial abuse and identity theft

Speaker(s):

  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP
  • Ted Sarenski, CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital
  • Martin M. Shenkman, CPA/PFS, MBA, AEP (distinguished), J.D., Attorney, Shenkman Law

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