CPA Attorney - Associate Level | AICPA ENGAGE 2019

The Accounting + Law Double Major

CPA Attorney - Associate Level

Conference:

Advanced Estate Planning

EDGE Career Development

Titles on your LinkedIn profile:

Associate, Senior Associate, Investment Counsel

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Build a reputation for technical knowledge and practice management strategies
  • Define my path to partnership and work toward the goals along the way

In your toolkit:

  • Tax reform and legislation
  • Section 199A
  • Client relationship management

Your agenda at AICPA ENGAGE 2019

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