Join our insightful session where leading CPA financial planners will provide an overview of their strategies for the year ahead, equipping you with the knowledge to navigate the ever-changing financial landscape successfully.
Our expert speakers will delve into a wide range of topics, including:
Adapting to the current economic landscape and its impact on financial decisions
Preparing for the upcoming sunset of TCJA and other tax legislative changes
Deepening client relationships, employing behavioral finance and making a meaningful impact on