Tracks:
Advanced Accounting and Auditing
Advanced Estate Planning
Advanced Personal Financial Planning
Practitioners and TECH+
EDGE Career Development
Tax Strategies for the High-Income Individual
Titles on your LinkedIn profile:
Staff Accountant, Adviser
Your professional credentials and affiliations:
CPA, CGMA, CPA/PFS, JD, LL.M.
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Know the ins and outs of tax laws in my practice area
- Develop a list of core clients and build each relationship
In your toolkit:
- Tax reform and legislation
- Technical tax topics
- Learning from peers
- Personal and career development