Learn how shifting state and local tax rules can impact compliance obligations and financial outcomes as well as how to proactively plan for personal wealth growth. You will gain tools to navigate uncertainty, minimize exposure and make smarter choices for clients or your own financial future.
DESIGNED FOR
CPAs and accounting professionals
HIGHLIGHTS
SALT Update
Jennifer Karpchuk, J.D. - Holland & Knight
Thu Lam - Holland & Knight
This session will touch on state and local tax updates from across the nation, including trending state income tax issues and cases, from apportionment and sourcing to Public Law 86-272. Additionally, we’ll discuss recent sales and use tax updates and trending issues, including marketplace laws and the true object test.
The CPA’s Role in Building True Personal Wealth
Justin Rice, CFP, CSLP - Personal Wealth Strategies
CPAs sit at the intersection of money decisions that shape long-term financial success. This session highlights the key financial moves that matter most for building wealth personally and professionally, including safeguarding income, managing debt, applying tax-smart strategies and making intentional investment choices. Walk away with practical insights you can use to strengthen your own financial future while also bringing more value to your clients.