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Conference on Tax Strategies for the High-Income Individual 2013


AICPA PFP Division Town Hall Meeting: Current Ideas Exchange


May 20, 2013 7:00am ‐ May 20, 2013 7:50am

Description

This session includes an overview of the focuses of the PFP Division that integrate with members serving their high-income clients, including:
• Current hot topics and legislative and regulatory issues
• Formalizing PFP services within your tax practice to serve your clients most effectively while running a successful practice
• Where relevant, a review of AICPA PFP Section resources that can help increase the effectiveness of your practice 

The open forum format allows attendees to discuss current events, issues and developments they are seeing in financial planning as well as exchange ideas with peers.

Speaker(s):

  • Jerry L. Love, CPA, CGMA, ABV, CFF, CITP, PFS, President, Jerry Love CPA LLC
  • Andrea Millar, CPA/PFS, RLP®, Personal Financial Planning Division, AICPA

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