TAX1930
Best Ideas Panel
Date
June 13, 2019
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You’ve seen what’s out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher…
This panel, moderated by Julie Welch, will focus on the best and most current tax planning ideas for high-income individuals.
This session will:
- Pull together many of the important ideas gathered from the conference.
- Provide a variety of strategies you can take away and implement immediately with your clients.
Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
Partner - National Tax, EY
Partner, Capell Barnett Matalon & Schoenfeld LLP
Professor, MST Program Director, San Jose State University
General
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