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Investment Advisor Roundtable Series: 2015 Year-End Tax Update

Date: 
November 4, 2015 @ 8:00am
EST

Location: Wolf & Company - 99 High Street, Floor 21, Boston, MA 02110

As 2015 draws to a close, there is still time to minimize taxes for 2015 as well as plan for the upcoming year. During this Investment Advisor Roundtable, we will provide an update on federal and state income tax law changes, as well as highlight planning strategies and tax saving opportunities for investment advisors and their clients.

Schedule
8:00 – 8:30 AM: Registration & Breakfast
8:30 – 9:15 AM: Presentation
9:15 – 10:00 AM: Discussion & Peer Networking

Presenter
Michael C. Stravin, CPA, MST – Member of the Firm

CPE SponsorsAfter completing this program, participants are eligible for 1 CPE credit. Wolf & Company, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.