Description
This discussion will bring you up to date on the latest ideas and tax planning opportunities for individuals.
Learning Objectives:
- Explore individual changes affecting high-income clients.
- Incorporate TCJA into current tax planning.
Speaker(s):
- Martin
Finn,
CPA, J.D.,
Partner,
Lavelle and Finn, LLP
- Julie
A. Welch,
CPA, PFS, CFP,
Shareholder and Director,
Meara Welch Browne, P.C.
