CPA Society Presents Sidney Kess Financial Planner Conference, Jan. 17
Public.
Financial planning experts will cover topics related to social security, estate planning, as well as a paneled overview of financial planning software valuable to financial planning professionals and their clients. Other segments include: William Kriesel, CPA/PFS, CFP, AEP and partner of Bowers & Company, will discuss partnership tax concepts related to granting interests as compensation and income allocation methods. During this segment, Kriesel will share real life examples on how appreciation and income from a senior generation to a younger generation is possible without the use of a gift tax or generation-skipping tax exemptions.