Whether practitioners need guidance dealing with the tax ramifications of Ponzi schemes or answers to questions about retirement funding, this conference addresses the current administration’s budget proposal for 2010, which suggests there will be significant tax increases and changes impacting wealth preservation and management.

Other topics, such as “Roth Conversions in 2010” and “Debt Relief: Advising Clients with Distressed Businesses,” are geared toward helping practitioners build their businesses by meeting the needs of this niche clientele. This conference also enables practitioners to meet with leaders from other disciplines who can help to generate new ideas and create strong business ties that can help you build their practices.

Whatever the current state of your firm, or wherever your vision leads you, developing a plan is the first step to navigating today’s tough economics. Firms that focus on updating strategic plans while making a commitment to offer impeccable quality of service will be better suited to survive. Throw in a little creativity, and firms will thrive, regardless of what turns the economy takes.

Written by Laurie Dent

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