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

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 S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
• Tony Nitti, CPA, Partner - National Tax, EY
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
• Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
• Daniel T. Moore, CPA, Owner, D.T. Moore & Company