Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Learn the latest on the new income tax legislation, the impact of the 3.8% surtax, the effects of the Healthcare legislation as well as techniques for effective tax, retirement and estate planning, asset protection – and more. All-star speakers and presenters will train and guide you so that you can implement the solutions you receive immediately. Don’t miss the opportunity to network with these experts and peers.
WHO SHOULD ATTEND
CPAs, Financial Planners, attorneys, insurance agents, enrolled agents, firms that have high-net-worth clients, Family Office Managers, Banks & Trusts Officers, wealthy clients, Investment Advisors, Tax Practitioners serving wealthy clients.