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Conference on Tax Strategies for the High-Income Individual 2016


01 - Welcome & Introduction & Hot Income Tax Planning Tips All Tax Managers Must Know


May 24, 2016 8:00am ‐ May 24, 2016 9:30am

Standard: $49.00

Description

More than ever, effective wealth and estate planning requires attention to the federal income tax. This informative and entertaining session will highlight several important income tax planning strategies all planning professionals should know when advising their high-net-worth clients. Attendees will be able to:
• Identify important federal income tax planning opportunities available to high-net-worth clients
• Apply strategies that reduce federal income taxes efficiently while maintaining client objectives

Speaker(s):

  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP
  • Samuel A. Donaldson, JD, LL.M. (Taxation), Professor, Georgia State University College of Law

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