Tax Practitioner Formalizing Estate Services | Engage

The Versatile Tax Adviser

Tax Practitioner Formalizing Estate Services

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, JD, LL.M., AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus estate planning

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • Tax reform and legislation

Your curated agenda at ENGAGE 22

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