Holland & Knight Annual Wealth Conference for CPAs

October 21, 2014
3:00 PM - 7:00 PM ET
Holland & Knight
701 Brickell Avenue
Suite 3300
Miami, FL

Our annual wealth conference for CPAs is a highly informative afternoon that you do not want to miss. You will learn the latest tips and trends to help you succeed, in addition to earning continuing education credits for free. After the conference, we will enjoy a cocktail reception and networking.


  • U.S. tax reporting and compliance requirements for U.S. and foreign clients – Kevin Packman
  • Lessons in federal transfer tax preparation, including formula clauses for transfers/sales; how to report transfers/sales; audit proofing the return; and handling Wandry issues – Patrick Emans
  • International estate planning – Nichole D. Scott
  • Sophisticated wealth transfer techniques: shifting ownership of closely held businesses – Christopher W. Boyett

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