Advanced Accounting and Auditing (NAAATS) Agenda
Advanced Estate Planning Agenda
Advanced Personal Financial Planning Agenda
Association for Accounting Marketing Summit Agenda
CPAFMA National Practice Management Conference Agenda
EDGE Career Development Agenda
AICPA Practitioners and TECH+ Agenda
Tax Strategies for the High-Income Individual Agenda
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives.
This workshop will provide a foundation in estate planning that you cannot get elsewhere. You will:
1. Hone your skills in communication, networking and building client rapport
This session will address the preparation of IRS Form 1041 (Fiduciary Income Tax) and will describe how the Form is completed to report the income and deductions of trusts and estates.
Top impact areas of the revenue standard (FASB ASC 606) will be explored in depth.
In this highly interactive and engaging presentation your team will be taken to a new level that creates a working environment which breads productivity and positivity.
Hear top tips from Paul Lee, Bob Keebler and Lisa Featherngill for advising clients about the opportunities and potential pitfalls arising from the new tax law.
Jump-start your Advanced Personal Financial Planning Conference experience by gathering with your peers in small group discussions to talk about real issues you’re facing in practice.