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2022 AICPA & CIMA ENGAGE

TAX2215 - Best Tax Ideas Panel


Jun 9, 2022 2:00pm ‐ Jun 9, 2022 2:50pm


Standard: $49.00

Description

This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!

Learning Objectives:
  • Recall many of the important planning ideas based on both current and pending legislation.
  • Distinguish what other advisers are doing to help their clients.
  • Identify a variety of strategies you can take away and implement immediately with your clients.

Moderator(s):

  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.

Speaker(s):

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