September 10, 2019

Spoke at American Institute of CPA’s Conference

This past June, I was honored to speak at the AICPA Conference in Las Vegas, Nevada. As part of conference, I presented to accounting and financial professionals on key topics helping them to to lead their organizations and evolve their practices.

The following are the sessions where I presented*:

 

Building a Tax and Financial Planning Advisory Business Workshop – Day 1

Building a Tax and Financial Planning Advisory Business Workshop – Day 2

Retirement Assumptions

Inside the Tax Studio: The CPA’s Expanding Role in a Client’s Tax & Financial Planning

Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award)

Tips on Maximizing your PFP Section Member Benefits (PFP)

Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA

What you need to know about Social Security (PFP, TAX)

 

As always, my staff and I are available to share our knowledge with you and assist you in your personal and business endeavors.

 

All my best,

Ted Sarenski

CPA/PFS, CFP™, AEP

Chief Executive Officer & President

 

* Link to official AICPA Engage Website