Register for Personal Financial Planning Conference - VIRTUAL

General Session

Breaking Down Sec. 530A "Trump" Accounts: Rules, Planning Strategies, & How To Explain It All To Clients 7:30am to 8:20am

1 Credits Specialized Knowledge

General Session

Economic Uncertainty Through the Looking Glass 8:30am to 9:20am

1 Credits Specialized Knowledge

General Session

Private Equity and Succession Planning 9:30am to 10:20am

1 Credits Specialized Knowledge

General Session

How the Other Side Thinks 10:30am to 11:20am

1 Credits Specialized Knowledge

General Session

Lunch 11:20am to 12:00pm

General Session

Investment Considerations for Americans Abroad 12:00pm to 12:50pm

1 Credits Specialized Knowledge

General Session

AI-Powered Practices: Workflow, Efficiency, and Growth 1:00pm to 1:50pm

1 Credits Specialized Knowledge

Optional Session

Tax Controversy 2:00pm to 2:50pm

1 Credits Specialized Knowledge

Optional Session

Tax Matters for Gambling Winnings and Losses 3:00pm to 3:50pm

1 Credits Specialized Knowledge

Event Registration