Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

Tuesday, March 4, 2014

3:10 p.m - 4:00 p.m

2014 TAX UPDATE FOR FINANCIAL ADVISORS

Richard J. Bloom, CPA, PFS, MST Partner, WEISERMAZARS

This session will provide an update on the 2014 tax and reporting requirements beyond ACA to gain an understanding of the rules regarding the 3.8 percent surtax on net investment income as they apply to individuals, trusts and estates and to become familiar with planning ideas to minimize the surtax.

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