Last month, Senior Manager, Pearl Balsara was invited to speak at the 2023 FPA DFW Annual Conference in Irving, TX. Pearl gave an outstanding presentation regarding “Tax Strategies for Financial Advisors.”
After the presentation, our friends at the 2023 FPA DFW Conference informed Pearl of some spectacular news – her presentation broke the record for most attendees for a breakout session in the history of their event!
Pearl taught 103 attendees about income tax strategies, transfer tax strategies, retirement planning, 2022-2023 tax updates, and flow
-through entities reporting. What an accomplishment – congratulations, Pearl!
From learning how income strategies can minimize taxes and maximize after-tax earnings, to understanding gift and estate tax updates, the HM&M team is not only dedicated to quality work, but also quality education.
Is your team interested in learning more about tax strategies for financial advisors?
If so, click here to reach out to Pearl Balsara today!
Latest Blog
What could happen if you don’t file your taxes? If you’re required to file a tax return but ...
The alternative minimum tax (AMT) resembles the regular federal tax system, but it has a different purpose. It’s ...
As the end of the year approaches, many people begin thinking about philanthropy. While planning your charitable giving, ...
Latest News
On June 9, the IRS released Announcement 2022-13, which modifies Notice 2022-3, by revising the optional standard mileage ...
At the tail end of 2021, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3 effective ...
This information is current as of Sunday, November 21, 2021. On Friday, November 19, 2021, after the Congressional ...