AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients 2009
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At the 2009 AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients, participants will be updated on cutting-edge strategies and governmental regulations that affect affluent individuals. Developed by Sid Kess, this conference features an all-star program of speakers and presenters. Hot topics include an estate tax update, tax practitioner penalties and the latest techniques for retirement planning, eldercare, estate planning, asset protection, life insurance and more.
Browse Exhibitors
GOLD SPONSOR
Southpac Group
Contact:
The Consulting Team at Southpac Group
Address:
Southpac Group
Bungertstrasse 25
8802 Kilchberg (Zurich) Switzerland
Phone:
(858) 348-4451
Fax:
+41.44.575.33.05
E-Mail:
Website:
Southpac offers asset protection trust services in the Cook Islands, Nevis, New Zealand, and Switzerland. Southpac affiliates in the Cook Islands also offer complete banking and insurance solutions. As authors of the world’s first asset protection trust law 20 years ago, the name Southpac is synonymous with asset protection.
SILVER SPONSOR
BNY Mellon Wealth Management
Contact:
Frank Levin
Address:
BNY Mellon Wealth Management
200 Park Avenue, 56th Floor
New York, NY 10166
Phone:
212-922-7210
Fax:
212-922-4590
E-Mail:
Website:
BNY Mellon Wealth Management ranks among the nation's leading wealth managers, with more than 200 years' experience providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable giving programs, and endowments and foundations.
SPONSOR
Financial Navigator, Inc.
Contact:
Dennis Mangalindan
Address:
Financial Navigator, Inc.
837 N. Shoreline Blvd. Suite D-100
Mountain View, CA 94043
Phone:
800.468.3636
Fax:
650.962.0730
E-Mail:
Website:
Since 1983, Financial Navigator Inc. has focused on providing software and services to family offices serving high net worth clientele. Navigator was the 1st integrated general ledger and portfolio management application and continues to be the best in class software solution for financial professionals serving the high net worth marketplace.
