2014 Tax Strategies for Financial Advisors | |||
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The equity markets have been generous to most clients in the past year, but that's not all HNW clients have to worry about. Join On Wall Street and its sister publication Accounting Today for a complimentary afternoon of need-to-know tax content followed by cocktails and networking. The program, geared for wirehouse advisors, will offer in-depth explanations of how new tax liabilities related to the Affordable Care Act affect individuals and business owners, as well changes to the 2014 tax code that advisors need to know as part of tax mitigation strategies. Finally, the event will feature a panel of FAs and CPAs discussing how those partnerships, and referrals, work best for clients and for new business. |
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Location The University Club, New York City, New York | |||
Additional Information about this event: |
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Wednesday 26 February 2014 | |||
Official Event Website: more info | |||
Number of expected attendees: Not defined | |||
This event has an exhibit: Not defined | |||
YouTube Video for this event: | |||