Best Year End Moves For Tax Pros and Financial Advisors

ABOUT THE PRESENTERS

Eric Green represents clients in civil and criminal tax matters before the DOJ, IRS, and state tax authorities. A nationally recognized tax expert, author, and lecturer, he has trained over 70,000 professionals and contributes to Bloomberg Tax and other media outlets.

A Fellow of the American College of Tax Counsel and past Chair of the Connecticut Bar Association’s Tax Section, Eric founded Tax Rep Network, the New England IRS Representation Conference, and the Tax Rep App to support tax professionals.

He holds a BBA in Accounting from Hofstra University, a JD from New England School of Law, and an LLM in Taxation from Boston University. He is admitted to practice in New York, Connecticut, Massachusetts, and before the U.S. Tax Court.

Read his full bio here.

Richard Wells

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Richard (Rick) Wells Ed.D. APMA® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC. , One Marina Park, Suite 1600, Boston, MA 02110, Tel: 617-585-4500

Eric L. Green and Green & Sklarz LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. CRN202604-9744028