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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(s):
Julie
A. Welch,
CPA, PFS, CFP, AEP (Distinguished),
Shareholder and Director,
Meara Welch Browne, P.C.
Speaker(s):
Martin
S. Finn,
CPA, J.D., LL.M.,
Partner,
Lavelle and Finn, LLP
Annette
Nellen,
CPA, CGMA, Esq,
Professor, MST Program Director,
San Jose State University
Jordon
N. Rosen,
CPA, MST, AEP® (Distinguished),
Director (Retired),
BLS CPA