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, CGMA, CPA/PFS, CFP, CFA
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 personal financial planning
In your toolkit:
- Tax, retirement and estate planning
- Tax reform and legislation
- Practice management
- Financial planning software