Overview As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Take advantage of this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent estate and trust planning developments. You'll gain an in-depth understanding of best practices, practical strategies, and connections...
WHERE THE PROS GO Gather with tax professionals from across the country for an inspired exchange of ideas with industry thought leaders, top tax educators and exhibitors. Taxposium is designed to be an all-encompassing experience that will leave you energized and inspired. Don’t miss the biggest tax industry event of the year. Taxposium registration includes...
Join us at The Ritz-Carlton Reynolds, Lake Oconee for the 2025 Estate Planning Conference. Spend three days learning and networking with your peers in a serene, sunny setting. Examine resources and tactics designed for quick implementation to maximize your understanding of current estate planning developments. This will help you accommodate your clients' needs and achieve...