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Sophisticated Tax Planning for Your Wealthy Clients 2019


SOP1913 - Ask the Experts Panel - Year End Planning Ideas & Strategies


Nov 19, 2019 3:20pm ‐ Nov 19, 2019 4:35pm

Description

Our esteemed panel will cover income tax, estate tax and financial planning strategies that they are discussing and implementing with their clients as another year end approaches and in light of our changing tax landscape.

Learning Objectives:

  1. Panel members will provide a broad range of tax and financial planning options and strategies that attendees can immediately bring back to their practices, and their clients, for implementation before year end.
  2. On-site and on-line audience will have ample time to pose their questions to our panel of experts regarding year end and long term planning strategies for their clients.

Speaker(s):

  • Martin Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn, LLP
  • Tony Nitti, CPA, Partner, RubinBrown
  • Ted Sarenski, CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital, LLC
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.
  • Dan Moore, CPA, Sole Practitioner, D.T. Moore & Company, LLC

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