Andersen Managing Directors Carl Fiore and Paige Goepfert are featured speakers at the AICPA Engage Advanced Estate Planning Conference on June 9-12, 2025, in Las Vegas.
- Carl and Paige will give the following presentations:
- Grantor Trust Compliance: More Issues Than You Think at 10:05 PST; 1:05 EST on June 11; and
- Strategic Document Review: Ensuring Compliance & Mitigating Risks at 3pm PST; 6pm EST on June 11.
- Paige will participate in the following presentations:
- The Calculation and Importance of Trust Accounting Income (TAI) Including Flow-Through Entities at 11:10am PST; 2:10pm EST on June 12; and
- Planning in a Changing Environment: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2025 and Beyond at 2:45pm; 5:45pm EST on June 12.