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Taking It Home: Best Tax Tips
Date
May 19, 2015
This fast-paced panel discussion with tax experts will:
• Focus on the best and most-current tax-planning ideas for high-income
individuals
• Pull together the ideas 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.
John J. Connors, LL.M. (Taxation)
President, Tax Educators' Network, Inc.
Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
Partner, Kostelanetz & Fink, LLP
Founder and President, L. K. Benson & Company
Specialties
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