Strategic Planning for Your High-Net-Worth Clients

Jul 26 2007 - 8:45pm

Strategic Planning for Your High-Net-Worth Clients
Sponsor   Foundation for Accounting Education
Description   Learn to provide planning strategies for your high-net-worth clients. Highlights include: * Wealth Transfer Using GRATs * Post-Mortem Planning for the Closely Held Business Owner: Traps for the Unwary * Federal Tax Update * 10 Major Errors In Planning For IRAs 
Time   8:45 a.m. - 5:00 p.m.
Type of event   Conference
Venue   New York Helmsley Hotel
Address   212 East 42nd Street
Info   Members: $350 Nonmembers: $450
Online registration available at:  
www.nysscpa.org
Contact   800-537-3635