Decision Maker at Firm with a Tax Practice | ENGAGE 2020

The Decider

Decision Maker at Firm with a Tax Practice

Up to 55 CPE

Conference:

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Owner, Partner, Principal, VP, CFO, Controller

Your professional credentials and affiliations:

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

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Build a legacy for myself and my firm
  • Oversee year-over-year growth for the next decade
  • Add more services to broaden my client pool

In your toolkit:

  • Tax reform and legislation
  • Tax planning strategies
  • Firm management
  • Estate planning
  • Succession planning

Your agenda at AICPA ENGAGE 2019

Not what you're looking for? Try the AICPA ENGAGE Recommender to find a Persona that matches you.