AICPA Sophisticated Tax Planning for Your Wealthy Clients 2019 | CPA.com | 17 November 2019 | Loews Philadelphia Hotel, 1200 Market St, Philadelphia, PA 19107, USA
Venue
Loews Philadelphia Hotel
Loews Philadelphia Hotel, 1200 Market St, Philadelphia, PA 19107, USA
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| Event Date | Sun Nov 17 EST - Tue Nov 19 EST (about 5 years ago) |
| Location |
Loews Philadelphia Hotel
1200 Market St, Philadelphia, PA 19107, USA |
| Region | Americas |
Details
When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients. Be on the cutting edge with:
• Updates, strategies and governmental regulations that affect wealthy individuals
• Year-end planning tips, implementation techniques and suggestions
• The latest information on the Tax Cuts and Jobs Act
• Techniques for effective tax, retirement and estate planning, asset protection and more
• UHelp on the specific needs of your tax and personal financeplanning (PFP) clients
• Sessions you shouldn’t miss:
• Women Taking the Reins: Financial Influence on the Move
• How Emerging Technologies Are Enhancing Tax Practices
• Advanced Section 199A Planning Strategies
• Ask the Experts Panel — Year-End Planning Ideas & Strategies
Speakers
2019 Speakers
Chaya Siegfried
CPA, MST, Lead, International Business Tax Services, Withum
Michael Kline
CPA, MST, Partner, Citrin Cooperman
Paula McMillan
CPA/PFS, CFP, CGMA, Senior Financial Advisor, Stearns Finanancial Group
Brian Lovett
CPA, CGMA, JD, Partner, Withum
Martin Shenkman
CPA/PFS, MBA, AEP (distinguished), J.D., Attorney, Shenkman Law
Dan Moore
CPA, Sole Practitioner, D.T. Moore & Company, LLC
Caroline Ciraolo
LL.M. (Taxation), Partner, Kostelanetz & Fink LLP
Jere Doyle
J.D., LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
Marty Finn
CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn, LLP
Guy Maddalone
Founder & CEO, GTM Payroll Services
Julie Welch
CPA, PFS, CFP, Meara Welch Browne, P.C.
Ted Sarenski
CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital, LLC
Brian Lovett
CPA, CGMA, JD, Partner, Withum
Tony Nitti
CPA, MST, Partner, RubinBrown
Jim Revels
CPA, Partner, Family Office Private Client Services, KPMG
Dan Moore
CPA, Sole Practitioner, D.T. Moore & Company,LLC