NewsWhen
January 23, 20269:25 am – 10:40 am
Where
Loews Coronado Bay Resort, San Diego, CAFor information and to register: AICPA & CIMA Personal Financial Planning Symposium | Conferences | AICPA & CIMA
Daniel S. Rubin will be speaking at the 2026 AICPA Personal Financial Planning Symposium on the panel “Top 10 Estate Planning Strategies Post Tax Change.”
This session will explore ten of the “top” estate planning strategies that every advisor should be considering for clients after the tectonic changes to the tax law impacted by the One Big Beautiful Bill Act.
Attendees will come away from the session with a renewed appreciation for the many positive benefits of thoughtful and creative estate planning.
