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:
Senior Manager, Manager
Your professional credentials and affiliations:
CPA, CGMA, CPA/PFS, JD, LL.M.
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Sit at the executive table in the next five years
- Take my subject matter expertise from regional to national
- Explore the possibilities of building a business
In your toolkit:
- Specialized tax topics
- Tax reform and legislation
- Estate planning strategies