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,
CPA, J.D.,
Partner,
Lavelle and Finn, LLP
- Sidney
Kess,
CPA, J.D., LL.M. (taxation),
Senior Consultant,
Citrin Cooperman
- DANIEL
T. MOORE,
CPA,
Sole Practitioner,
D.T. Moore & Company
- Amy
Wang,
CPA,
Senior Manager,
AICPA