Area of Focus Sessions

ENG2532. Planning in a Changing Environment: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2025 and Beyond (TAX, PFP, EST)

An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients.
Date/Time
–
CPE Credits
0.0
NASBA Field of Study
Taxes
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
TAX
PFP
EST
Speakers
Image of Mark Gallegos

Mark Gallegos

Tax Partner
Porte Brown LLC
Image of Paige Goepfert

Paige Goepfert

Managing Director
Andersen
Image of Scott Sprinkle

Scott Sprinkle

Managing Member
Sprinkle & Associates LLC
Image of Lyle Benson

Lyle Benson

Founder and President
L. K. Benson & Company