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AICPA ENGAGE Tax Strategies Best Ideas
November 15, 2021 @ 1:00 pm - 2:00 pm
Jordon Rosen is a panelist at the AICPA Engage Virtual Conference!
Topic: Tax Strategies Best Ideas
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!
- 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