Best Year End Moves for Tax Pros and Financial Advisors

Join us for a program that will equip tax professionals and financial advisors with key strategies to help their clients finish the year strong.

Topics covered:

• Evaluate year-end tax planning considerations, including S Corp conversions.
• Position charitable giving as a powerful wealth-building and client retention strategy.
• Explore advanced philanthropic vehicles.
• Develop giving strategies so clients can support causes they believe in while
  advancing long-term financial goals.
• Align tax planning and charitable planning to achieve optimal client outcomes.

Earn (2) CPE for CPA's and (2) CE's for EA's while gaining invaluable insights and strategies.
Coffee and a light breakfast will be served.

About the Presenters

Eric L. Green 

JD, LL.M., Partner, Green & Sklarz LLC
Founder, Tax Rep Network

Eric L. Green represents clients in civil and criminal tax matters before the DOJ, IRS, and state tax authorities. A nationally recognized tax expert, author and lecturer, he has trained over 70,000 professionals and contributes to Bloomberg Tax and other media outlets. A Fellow of the American College of Tax Counsel and past Chair of the Connecticut Bar Association’s Tax Section, Green founded Tax Rep Network, the New England IRS Representation Conference, and the Tax Rep App to support tax professionals. He holds a BBA in Accounting from Hofstra University, a JD from New England School of Law, and an LLM in Taxation from Boston University. He is admitted to practice in New York, Connecticut, Massachusetts, and before the U.S. Tax Court.

Richard Wells

Ed.D., APMA, Baystate Financial

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.