July 13, 2023 | 8:30 a.m. PT – July 14, 2023 | 4:30 p.m. PT
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As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. You'll gain an in-depth understanding of best practices, effective strategies and connections with expert professionals specializing in this area.
CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.
Basic to advanced understanding of estates and trusts.
Identify ways to maximize the worth of clients' estates.
Determine specific non-tax reasons for estate planning and learn what's new.
Recognize ways to take advantage of changes in estate planning to build a practice.