Best Year End Moves For Tax Pros and Financial Advisors

JCC Beckerman/ Lender Building

This program will review year-end planning moves tax professionals and financial advisors should be considering for clients, including:

Year End tax planning considerations, including S Corp conversions
Position charitable giving as a wealth-building and client-retention strategy
Understand advanced philanthropic vehicles
Design giving strategies for clients so they can support causes they believe in with long-term financial planning
Integrate tax planning and charitable planning for optimal client outcomes