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Investment Advisor Roundtable Series: 2016 Year-End Tax Update

November 15, 2016 @ 8:00am to @ 10:00am

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

As the year draws to a close there is still time to minimize taxes for 2016 as well as plan for the upcoming year. During our Investment Advisor Roundtable, we will provide a timely and comprehensive 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.

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

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: