At one of the largest wealth management CPA conferences in the country (drawing more than 4,000 professionals), one message was clear: the financial landscape continues to evolve. From new tax law changes to nuanced estate and investment planning strategies, staying ahead requires more than experience. It demands an ongoing commitment to education.
For the Laurel Wealth Planning team, that commitment is non-negotiable.
This year’s AICPA conference delivered over 30 hours of advanced content, including sessions such as:
- Maximizing Tax Efficiency in Retirement Accounts
- Advanced Estate Planning Strategies for HNW Clients
- Investment Planning in a Volatile Interest Rate Environment
- Geopolitical Risk and Market Implications
These discussions reflected both the depth of today’s planning challenges and the strategies already in place at Laurel Wealth Planning. It was an opportunity to validate current practices, and to bring back fresh insight to further benefit clients.
The takeaway? Many of the strategies covered at the event are already in place for Laurel Wealth Planning clients. And that confirmation matters.
Confidence in What’s Being Done & What’s Coming Next
Reviewing dozens of planning strategies reinforced a sense of confidence: the approach already taken on behalf of clients is sound. But there’s always more to learn.
The conference sessions spanned topics from charitable giving strategies to navigating new SECURE Act guidance, further affirming the importance of ongoing education.
Recent updates to the tax code will be addressed as suitable directly with clients as applicable in upcoming reviews and planning sessions. As always, Laurel Wealth Planning remains committed to proactive, personalized guidance—especially as policy changes unfold.
Economic Insight: What May Be Coming
The conference also included broader economic perspectives, including remarks from geopolitical expert Ian Bremmer, founder of Eurasia Group. One noteworthy insight: Bremmer predicted U.S. tariffs could rise to 10-15%—a level not seen since the Smoot-Hawley tariffs of the Great Depression.
That insight is not just academic. It supports the firm’s current position to keep client portfolios neutral in stocks (as suitable), rather than overexposed. It’s one more reason why disciplined, objective investment management (grounded in both research and prudence) remains essential.
The Value of a Firm That Never Stops Learning
While the conference delivered technical expertise and macroeconomic context, it also offered a lighthearted moment,a photo op with an Elvis impersonator served as a reminder that balance matters in all things, even financial conferences.
But make no mistake: behind every fun moment is serious work. For Laurel Wealth Planning, the goal is always to provide clients with advice rooted in the most current thinking, carefully applied to their specific goals and needs.
Next Steps
Events like this conference, where the agenda spans tax, estate, investment, and economic forecasting, highlight just how complex wealth planning can be. It’s why ongoing professional development is at the heart of Laurel Wealth Planning’s approach.
If you’re wondering whether your financial plan reflects the latest strategies, or if your current advisor is keeping pace with today’s planning environment, consider scheduling a conversation.
The Laurel Wealth Planning team would be honored to learn more about your goals and help you assess whether you’re on the best path forward.
To schedule a complimentary meeting, email laurel.wealthplanning@laurelwealthplanning.com or call (952) 854-6250.
Important Information & Disclosure:
The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
The foregoing content reflects the opinions of Laurel Wealth Planning LLC and is subject to change at any time without notice. Content provided herein has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. The content is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results.
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Laurel Wealth Planning LLC (LWP) is an Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply any level of skill or training. LWP is a wealth management firm and does not practice law or accountancy. The information and material contained in this communication is confidential and intended for the recipient addressee named. If you are not the intended recipient, please delete the message and notify the sender immediately. The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
Laura, the founder of LWP, is a Senior Wealth Manager, Chief Investment Officer and Shareholder. She has a master’s degree in tax and is an excellent listener. While she is a sophisticated financial planner with experience in complex issues, her priority is ensuring a financial plan works for people.
