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ENG2450
Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP)
Date
June 6, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients.
Learning Objectives
- Identify the most important planning strategies to discuss with your clients given the current state of tax, estate, and personal financial planning.
- Determine the top tax strategies to implement before year end.
- Analyze top planning topics that need to be considered with your clients on an annual basis.
Moderator
Partner, Rowlands, LeBrou & Griesmer, PLLC
Speakers
CEO and Senior Wealth Advisor, Compass Capital Management, LLC
Managing Director, Andersen
Owner, D.T. Moore & Company
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