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Conference on Tax Strategies for the High-Income Individual 2014 - Virtual


The Latest Trends and Issues Facing Families and Individuals


May 19, 2014 7:00am ‐ May 19, 2014 7:50am

Description

Join your peers who are involved with the AICPA Personal Financial Planning Division for an interactive discussion including such topics as:
• Common client concerns and how to address them
• Dealing with the aftermath of the 2013 surprise tax bills due to ATRA and NIIT
• Trends in the profession, like the evolution of family practice, and how the AICPA is helping members address them
• How they are providing financial planning services to better serve their clients and add to their bottom line
And much more!

Speaker(s):

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