Let us help you help your clients. Join our Taxation & Wealth Planning team for a timely discussion on tax controversy and transfer tax planning opportunities.

Tailored specifically for CPAs and financial advisers, our program will offer important insights to help you best serve your clients. 

Agenda: 

2 -2:10 p.m.        Arrival and registration

2:10 - 2:15 p.m.    Introductions

2:15 - 3:30 p.m.    Estate Planning Considerations  

•     Upcoming sunset of tax code provisions
•     Relevant impacts on estate and income tax planning

3:30 -3:45 p.m.        Break 

3:45 - 5 p.m.        Tax Controversy Developments 

•     Recent U.S. Supreme Court rulings and their implications
•     Tax preparer penalties
•     IRS enforcement trends, including the ERC, captive insurance arrangements, cryptocurrency and monetized installment sales

5 - 6 p.m.        Networking reception