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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

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

 

Details

Date:
November 15, 2021
Time:
1:00 pm - 2:00 pm
Event Category:
https://aicpaconferences.com/aicpa/live/1668/page/14158

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!