Moses & Singer

AICPA Tax Strategies for the High-Income Individual

Integrated Planning for Your Affluent Clients

Date
May 17, 2015

Speaker(s)
Daniel S. Rubin

Location
Aria Resort & Casino
3730 Las Vegas Blvd.
Las Vegas, NV 89109

Daniel S. Rubin will make two presentations at this major conference for financial advisors serving high-income clients, sponsored by the AICPA.   On May 17, 9:50 AM -11:30 AM, Dan will present "A CPA's Guide to Asset Protection," covering various planning techniques which can be used to legally place a client's assets beyond the reach of potential future creditors.  On May 18, 11:20 AM -12:35 PM, Dan will present, "Trusts: A to Z," which provides advisors with everything they need to know about trusts and how trusts are used for asset protection and income tax planning.  See pages 5 and 8 of the attached brochure for more information.

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