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Sophisticated Tax Planning for Your Wealthy Clients 2019


SOP1908 - Morning Announcements | Individual Income Tax Update


Nov 19, 2019 8:00am ‐ Nov 19, 2019 9:20am

Standard: $49.00

Description

This discussion will bring you up to date on the latest ideas and tax planning opportunities for individuals.

Learning Objectives:

  1. Explore individual changes affecting high-income clients.
  2. Incorporate TCJA into current tax planning.

Speaker(s):

  • Marty Finn, Partner, Lavelle and Finn, LLP
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.

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