Delivering more begins with knowing more.
When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients. Be on the cutting edge with:
Sessions you shouldn’t miss
Who should attend?
Professionals who advise high-net-worth clients:
Driven forward by our volunteer committee chairs
Martin Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn LLP
Sidney Kess, CPA, J.D., Senior Consultant Citrin Cooperman Of Counsel, Kostelanetz & Fink
Meet your knowledge maximizers
Caroline Ciraolo, LL.M. (Taxation)
Partner, Kostelanetz & Fink LLP
Daniel Moore, CPA
Sole Practitioner, D.T. Moore & Company LLC
Jere Doyle, J.D., LL.M. (Taxation)
Senior Vice President, BNY Mellon Wealth Management
Anthony Nitti, CPA, MST
Elizabeth Forspan, J.D.
Managing Attorney, Ronald Fatoullah & Associates
Great Neck, NY
Jim Revels, CPA
Partner, Family Office, Private Client Services, KPMG
Michael Kline, CPA, MST
Partner, Citrin Cooperman
Ted Sarenski, CPA/PFS, CFP, AEP, CGMA
CEO, Blue Ocean Strategic, Capital LLC
Brian Lovett, CPA, CGMA, J.D.
East Brunswick, NJ
Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), J.D.
Attorney, Shenkman Law
Fort Lee, NJ
Founder & CEO, GTM Payroll Services
Clifton Park, NY
Chaya Siegfried, CPA, MST
Lead, International, Business Tax Services, Withum
Red Bank, NJ
Paula McMillan, CPA/PFS, CFP, CGMA
Senior Financial Advisor, Stearns Financial Group
Julie Welch, CPA/PFS, CFP
Shareholder and Director, Meara Welch Browne P.C.