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!
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.
CPA, PFS, CFP, AEP (Distinguished),
Shareholder and Director,
Meara Welch Browne, P.C.