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Tax Strategies for the High-Income Individual

Tuesday, June 7Thursday, June 9
Timely Insights. Deeper Understandings. Connect With Tax Professionals.

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Timely Insights. Deeper Understandings. Connect With Tax Professionals.

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 better outcomes.

Strengthen 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
  • Current tax regulation updates in a rapidly changing landscape

Tax Strategies for the High-Income Individual

Session 1

Business Tax Update

Session 2

Individual Tax Update

Session 3

Partnership Tax Update

Session 4

S Corp Update

Session 5

Pending Legislation

Session 6

Demystifying Distributable Net Income