Date: July 31, 2024
Time: 11 a.m. to Noon EDT
Location: Webinar
As a high-net-worth individual, your advisers must help you address sophisticated areas of taxation that can be critical to your continued overall success. In this session we’ll discuss key strategic insights surrounding wealth migration, residency changes and transaction planning. We’ll also provide perspective on increasing federal and state audit scrutiny and how you can prepare before being faced with an audit.
Kristine Bly, Partner, Tax (formerly with Cohen & Co)
Linda Brock, Senior Manager, Tax (formerly with Cohen & Co)
Holly McCartney, Manager, Private Client Services
Downloadable Presentation
*Please note, CPE credit is not available for watching the recording.