Staying current on the issues that shape your financial life is central to how Laurel Wealth Planning serves its clients. That commitment recently took Laura Kuntz to AICPA ENGAGE, the largest annual national gathering of CPAs in the country, drawing more than 3,000 attendees, including CPA wealth managers, to this four-day event.
Advanced Tax and Estate Planning
Much of the focus was on what matters most to your long-term plan. Laura attended several sessions on advanced income tax and estate planning strategies—the kind of integrated thinking that connects your tax picture, your estate, and your broader goals.
Mallory Kretman, CFP®, continues to lead income tax planning at the firm. She’ll be sharing key updates from the conference with the team, so the latest strategies can be put to work on your behalf.
Artificial Intelligence: A Growing Force
The conference also placed a strong emphasis on artificial intelligence as a growing force in the economy. Just as important as its opportunities was a candid look at its risks and limitations, a balanced perspective the firm shares. It’s an area Laurel Wealth Planning is watching closely so it can serve you thoughtfully as the landscape evolves.
A lighter moment from the event: Even a gathering of CPAs makes room for a robot or two. It’s a fitting reminder that while technology keeps advancing, the heart of good planning remains personal.
Laura shares, “Over four days, I attended almost 20 different sessions on advanced income and estate planning, wealth management, and artificial intelligence. I am so glad to bring the latest thinking to our team’s work for you. We will be incorporating these opportunities, as appropriate, into our next financial and investing discussions.”
Always Learning, Always for You
Conferences like ENGAGE are one of the ways Laurel Wealth Planning stays sharp, because the more the team learns, the better it can serve you. To learn more or schedule a complimentary meeting, email laurel.wealthplanning@laurelwealthplanning.com or call (952) 854-6250.
