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Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets.
This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery
Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.
In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.
Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.
In this session, we'll show you powerful tools to automate tedious back-office tasks and free up your time. No technical expertise needed! We'll help you: reimagine and optimize how your practice operates, automate client tracking and insights so you can deliver an exceptional client experience at scale, and free up your time to focus on building meaningful relationships with your clients. We will incorporate a live demonstration of our automations to show you how easy it is to start building!
Hear an analysis of how the US economy and financial markets are faring in the midst of historic geopolitical events and domestic political challenges. In addition to military conflict in Europe and destabilization of other global regions, learn how domestic legislative and regulatory activity have influenced the federal deficit, debt and inflation, and how these factors are collectively impacting the markets. With a pivotal general election coming in November that may impact control of congress, hear an evaluation of potential scenarios and what investors can expect from Washington for the remainder of 2022 and beyond.
The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient. Does this incipient era of rising rates mean that advisors should abandon fixed income? We'll explore the value that bonds can provide in traditional asset allocations, and assess the alternatives, including TIPS, floating rate bonds, alternatives and hedged strategies.
Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.
Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession. The Town Hall Series is recognized by tens of thousands of practitioners as the profession’s go-to resource for timely and critical information, real-time interpretation and analysis, and a broader discussion on the strategies and capabilities that drive long term success. Town Hall panelists include practitioners, thought leaders, policy makers and a range of experts from across the profession, government and business. Join this special edition Town Hall as AICPA leaders bring the news desk to ENGAGE.
Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.
A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.