PLANNING FOR 2022 AND BEYOND: WINDOWS OF OPPORTUNITY
What moves should clients make in advance of expected increases in income, capital gains and estate taxes, as the economy adjusts and the government reacts to the COVID era? Current tax laws enacted through the Tax Cuts and Jobs Act of 2017 sunset on 12/31/25, and could change sooner – how can you capture all the advantages still available for your clients today?
Join us on the morning of November 11 in New York City as Pierro, Connor & Strauss brings together leaders in the fields of Tax, Wealth Management, Law, Accounting, Insurance, and Business Valuation to offer the most current planning strategies for advisors through a unique case study approach. Learn how to maximize wealth, minimize tax, and protect businesses and other assets for clients, while creating a legacy for future generations.
Network with your professional colleagues while gaining valuable insight on how to better serve clients and grow your practice.
ACCOUNTANTS: EARN FOUR CPE CREDITS AT NO CHARGE
SPONSORED BY: RAICH ENDE MALTER & CO. LLP
** Proof of Vaccination Status and Masks Required – Beginning September 7, 2021, the Club is required to adhere to the NYC mandate requiring proof of Covid-19 vaccination when dining indoors and attending events **
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