Private Client Services: Create Financial Opportunities for You and Your Family 2023 | CLA (CliftonLarsonAllen) | 21 August 2023 | Webinar
Venue
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| Event Date |
Tue Aug 22 UTC (over 1 year ago)
In your timezone (EST): Mon Aug 21 8:00pm - Mon Aug 21 8:00pm |
| Location | Webinar |
| Region | All |
Details
Attend our complimentary webinar to learn insights on the current income and estate tax landscape, as well as explore wealth planning strategies to help you achieve your financial goals. We will share how you may benefit from a seamless, holistic client experience of integrated income tax, estate tax, risk management, and wealth management services.
Who should attend
This session is designed for real estate developers and investors who are looking to buy or sell real estate, real estate attorneys, CPAs, and other real estate professionals with clients who are active in the real estate industry.
Speakers
2023 Speakers
Michael Prinzo
Managing Principal of Tax, CLA Greenwood Village
Brian D'Orazio
Principal, CLA Greenwood Village