Tax Executives Institute (TEI) – New York Chapter的动态

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3OBvz2c #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits #PalumboGroup #WealthEducation #MoCPA #STL

One of the highlights of our relationships at CLA (CliftonLarsonAllen) is our commitment to engaging in year-end planning conversations! Whether you are a client or an advisor, it's crucial to consider impactful topics to enhance your strategic discussions about your year-end goals and to kickstart a successful 2025 aligned with your objectives. Join my colleagues and me as we delve into these essential topics to empower your planning process. #YearEndPlanning #2025Goals #StrategicDiscussions Leslie Boyd, Susan S. Roberts, CPA, CGMA. Jay Sattler, Paul Bailey, Avery Frank, CPA, Terri Lillesand, CPA, Michael Smith, EA, MST, Jill Bosco

Heard about the R&D Tax Incentive (R&DTI) and want to learn how it supports Australian innovation? Don’t miss this free online information session on Wednesday 15 May. Experts from the Australian Taxation Office and the Department of Industry, Science and Resources will step you through how the R&DTI can benefit your business. And they’ll unpack: ? who can apply ? which R&D activities and expenditures are eligible ? record-keeping and why it’s so important ? when and how to apply Register now: https://bit.ly/3Wh9ta1

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/42zynms #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3HMGYZs #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/48ZdaVk #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3Ss7ZWK #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/49odxbX #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Great insights from Michael De Prima in this article.

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