Apr 12, 2018 11:00 AM – 12:00 PM PDT: Essential Wealth and Tax Planing for Business Owners and Ultra High Net Worth Families
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PANEL: Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Rob Strauss, Shareholder, Weinstock Manion Jason Cain, Managing Partner, Private Client Services, BDO MAJOR TOPICS: Effect of new tax legislation on estate planning Once in a generation...