Expand Your Financial Planning Practice Through Your Client's Tax Return

A panel of CPA thought leaders from the Financial Planning, Income Tax, and Estate Planning areas will share their best ideas for planning for individuals and families in all areas of personal finances for 2023 and beyond…

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…

The Best Ideas Panel will pull together the best thinking from the first two days of the conference and some of our highest rated speakers. We will give the attendees practical planning strategies that affect their clients that they can implement now…

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