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
Can't-miss sessions
Political Update: Tax Legislation
Work from Home State Tax Implications
Individual Tax Update
Business Tax Update
Planning for Those Under 10 Million
Who Will Be There
- Tax practitioners/CPAs
- Family office managers
- Investment advisers
- Philanthropy specialists
- Attorneys
- Financial planners
- Bank trust officers
- Insurance advisors
Use your All Access pass to access these other focus areas within ENGAGE
Advanced Accounting and Auditing (NAAATS)
Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
AICPA Practitioners and TECH+
EDGE Career Development
Corporate Finance
Sports and Entertainment Management
Diversity, Equity & Inclusion
CPAFMA National Practice Management Conference
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