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AICPA ENGAGE Tax Strategies Best Ideas

November 15, 2021 @ 1:00 pm - 2:00 pm

AICPA Engage 2021 Conference

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



November 15, 2021
1:00 pm - 2:00 pm
Event Category:

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