Tax Strategies for the High-Income Individual (TAX)

Tue, July 27 – Thu, July 29

There's more than meets the eye.

Reveal the bigger picture for you clients.

Connect with clients on a deeper level.

Tax Strategies for the High-Income Individual offers strategies to better connect with your clients and grow your practice. You’ll leave with a richer understanding of your client’s motivations and needs to help drive to better outcomes.

Evolve your client relationships with:

Coverage of critical tax topics, as selected by the profession’s leaders who are passionate about tax
Strategies to match your clients with the right type of planning services
Exposure to new business models, client fee structures and other practice refinements

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Can't-miss sessions

Session 1

ENG2104. Political Update (Tax Legislation)

Session 2

ENG2105. IRA Planning Update

Session 3

TAX2107. Individual Tax Update

Session 4

TAX2108. Business Tax Update

Session 5

ENG2121. Planning for Those Under 10 Million

Session 6

ENG2115. Work From Home/State Tax Implications

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Who Will Be There

Tax practitioners/CPAs
Family office managers
Investment advisers
Philanthropy specialists
Attorneys
Financial planners
Bank trust officers
Insurance advisors

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Tax Strategies for the High-Income Individual (TAX)

Tue, July 27 – Thu, July 29

There's more than meets the eye.

All-Access Pass gives you more!

Connect with clients on a deeper level.