Obtain clarity in changing times.
The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This has brought about exciting opportunities for CPAs and financial planners. Your guidance will help your affluent clients achieve their financial goals and help you generate new business.
During our year-end tax-planning event we examined every facet of the new legislation and the impact it has on our high net-worth clients through key sessions such as:
- Section 199A: The Qualified Business Income Deduction for Pass-through Entities
- Individual, Business and Fiduciary Income Tax Planning Opportunities
- Estate and Trust Planning Strategies
- Tax Law Impact on Real Estate
Attendees gained cutting-edge strategies to implement in the upcoming filing season in order to bring the greatest value to clients.
Additional CFP and CLE credits were also be offered at this conference.