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TAX2215
Best Tax Ideas Panel
Date
June 9, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2022:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2022)
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
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
Speakers
Partner, Rowlands, LeBrou & Griesmer, PLLC
Professor, MST Program Director, San Jose State University
Director (Retired), BLS CPA
General
TAX | Investments and Wealth Institute CE | EA | The Legacy Builder - PFP | The Fearless Contributor | The Relationship Builder | The Partner-Track Superstar | The Leader of Planners | The Accounting Law Pioneer | The Legacy Builder EST | The Versatile Tax Adviser EST | The Versatile Tax Adviser PFP
Tracks
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