The hallmark of a true adviser: Going beyond the obvious questions. Understanding their clients’ motivations. Bringing dreams to life.
Use your role to show your clients that a given tax law is more than credits and deductions. Instead, it’s the framework that gets them closer to their aspirations for now and their legacy for later.
The Tax Strategies for the High-Income Individual Conference challenges you to think of tax as a proactive opportunity and the start of something bigger.
Your advantage during AICPA ENGAGE: