CPA Attorney - Partner | AICPA ENGAGE 2019

The Accounting + Law Pioneer

CPA Attorney - Partner

Up to 39 CPE

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner, Managing Partner

Your professional credentials and affiliations:

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

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Expand my platform as a tax and estate law expert
  • Retain the best and brightest staff on my team

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • IRS procedures

Your agenda at AICPA ENGAGE 2019

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