Description

In a panel discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, our committee of experts will:
• Discuss income tax, estate tax and financial planning strategies for our clients in light of the new tax regime enacted by the "Tax Cuts & Jobs Act" (“TCJA”)
• Highlight various conference sessions that will take deeper dives into TCJA changes and client planning opportunites.

Speaker(s):

• Randy D. Abeles, CPA, Partner, RSM
• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC
• Martin Finn, Partner, Lavelle and Finn, LLP
• Sidney Kess, CPA, J.D., LL.M. (taxation), Senior Consultant, Citrin Cooperman
• Dan Moore, CPA, Sole Practitioner, D.T. Moore & Company, LLC
• Amy Wang, CPA, Senior Manager, AICPA