Focus on what counts

AICPA Sophisticated Tax Planning for Wealthy Clients

Nov 13, 2017
Howard Klein


Monday, November 13, 2017  toTuesday, November 14, 2017 


Boston, MA


Join Howard Klein, Co-Practice Trust and Estate Leader at the AICPA Sophisticated Tax Planning for Your Wealthy Clients, which offers two days of focused learning, so you can bolster your advisory services during uncertain times. In the weeks leading up to the event, we’ll keep a close eye on events, so the sessions reflect the latest news from the White House, Capitol Hill and beyond.

Intensive sessions will also include how to expand and enhance your value to clients beyond tax compliance and planning. As a bonus, you are invited to a sponsor session on tax and legal obligations of elder care.

Finish 2017 with CPE learning built with your clients in mind.

Save $100 with this code at checkout: SDT