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TAX301 - TAX301. Best Tax Ideas Panel

Aug 17, 2020 2:00pm ‐ Aug 17, 2020 2:50pm


One of the most popular sessions on best tax ideas is back! This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals. The goal is to provide a variety of strategies you can take away and implement immediately with your clients.


  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.
  • DANIEL T. MOORE, CPA, Sole Practitioner, D.T. Moore & Company
  • Sharon L. Kreider, CPA, Owner, KREIDERCPA
  • Jeremiah W. Doyle, IV, Esq., BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

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