Tax Strategies
All Access pass gives you more!
Get access to all ENGAGE sessions, a pre-conference workshop (in-person only) and ENGAGE+ learning before after the event. Earn up to 42 CPE credits.
Everything. Everywhere. Everyone.
Tax Strategies for the High-Income Individual
Monday, June 9–Thursday, June 12
See how to best navigate IRS regulations on your high-net-worth clients’ behalf in the Tax Strategies for the High-Income Individual track.
Not only will it help you better connect with your clients and understand their motivations and needs, but it will also help you develop your practice.
ENGAGE & Connect to get:
- Coverage of critical tax topics selected by respected leaders and subject matter experts.
- Strategies to match your clients with the right planning services.
- Exposure to new business models, client fee structures and other practice refinements.
- Current tax regulation updates in a rapidly changing landscape.
- Insights related to the intersection of tax, technology, financial planning and more.
- Networking and information-sharing opportunities.
Who should attend?
- Professionals responsible for guiding their high-net-worth clients to accumulate, retain and transfer wealth
Tax Strategies for the High-Income Individual
Key sessions you cannot miss!
Data Security and IRS
Examination of Wealthy HNW/UHNW Individuals and Their Family Offices
Practical Tips for Working with Clients and The IRS in Everyday Tax Practice
Renewable Energy Tax Credits: 2025 and Beyond
Representing Clients in Tax Controversy: When to Call Saul
Tax cases in the Supreme Court - Moore, Boechler, Chevron doctrine (Loper Bright) , Connelly
The IRS Will Soon Require 1099s For Digital Assets Activity - What You Need to Know
Every field's connected
This is the accounting and finance industry's premier event of the year.
No other event comes close to the breadth and depth of our programming. With nine overlapping tracks seasoned experts curate, you can discover exciting new facets of your field and explore new ones. Every area of accounting and finance connects in ways that aren’t always obvious, and ENGAGE is where they all come together.
