Money manager. Advocate. Detective. It takes many hats to meet the needs of high-net-worth clients. Designed to specifically address real-time shifts and changes in today’s tax code, this comprehensive conference provides you with unrivaled insights and analyses by the most respected specialists in the tax planning category.
Exceed the expectations of your wealthiest clients and sustain your role as a trusted adviser with new strategies and solid solutions that turn their goals into legacies.
Professionals who are responsible for helping their clients accumulate, retain and transfer wealth: