Tax Changes Loom: Proactive Strategies for Your Clients
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DEC
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Part 4 of 4 in our Wealth Management Excellence Series.
Post-Election, clients will be looking to their advisors for proactive tax planning advice. Regardless of the election outcome, there will be fiscal pressure to find ways to finance the $3 trillion+ COVID-19 relief packages and there are stark differences between the tax policies of the two candidates. Join us for an in-depth discussion on the taxes most relevant to your clients and actionable planning strategies you should be aware of heading into year-end.
Don't miss the networking event that will follow. We will test your tax knowledge with a fun tax trivia game that you can play with your fellow colleagues!
SPEAKERS
Kristina Segesvary | Kristina Segesvary is a Vice President in the Goldman Sachs Family Office Wealth Advisory Services Group. She provides tax and financial planning services to clients, with a focus on pre-transaction planning, income tax planning, and gift and estate tax planning. Prior to joining Goldman Sachs, Kristina was a Director in the Personal Financial Services group of PricewaterhouseCoopers LLP. During her 17 years in the Big 4 public accounting industry, she worked with high-net worth families, both in U.S. and cross-border tax consulting and compliance matters. Kristina has a B.A. in Business Economics with an emphasis in Accounting from University of California at Santa Barbara. Back To Top ^^
Craig Weaver | Craig Weaver develops the strategic growth and direction of the national tax practice of Baker Tilly. Since joining the firm in 2003, he has established himself as a leader and has been instrumental in the growth and development of the tax practice. In addition to his leadership position at the firm, Craig has over 30 years of experience in taxation and accounting. Back To Top ^^
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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Registration Fees
Please Note: This event will NOT be Recorded. |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org.
Yves-Marc Courtines, CFA
Terence Balagia, CFA, CPA and Amy Born, CFA
