AICPA ENGAGE Tax Strategies Best Ideas

Jordon Rosen is a panelist at the AICPA Engage Virtual Conference!

Topic: Tax Strategies Best Ideas

Panelists:

Julie A. Welch, CPA, PFS, CFP

Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

Arthur Auerbach, CPA CGMA

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes!

Objectives:

• Assemble many of the important planning ideas based on both current and pending legislation.
• List a variety of strategies to take away and implement immediately with clients.

Learn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel