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

Tax Strategies for Financial Advisors

March 4, 2014 | The University Club | New York City, New York

Register Today!

The equity markets have been generous to most clients in the past year, but that's not all HNW clients have to worry about. Join On Wall Street and its sister publication Accounting Today for a complimentary afternoon of need-to-know tax content followed by cocktails and networking.

The program, geared for wirehouse advisors, will offer in-depth explanations of how new tax liabilities related to the Affordable Care Act affect individuals and business owners, as well changes to the 2014 tax code that advisors need to know as part of tax mitigation strategies. Finally, the event will feature a panel of FAs and CPAs discussing how those partnerships, and referrals, work best for clients and for new business.

This is an invitation only event and seating is limited. Attendance is open to wirehouse advisors with $50-$200M AUM. Participants should be Series 7 licensed. Please apply now to participate.