AICPA & CIMA Engage 2020

August 6, 2020

Recently our Founder & CEO @Michael Henley and Co-Founder & COO @Alison Brooks attended the AICPA & CIMA Engage 2020 conference.  This conference is the premiere learning experience for advanced tax strategies, estate planning, and financial planning for high net worth families.  This year’s keynote speakers included @Michael Kitces, @Ed Slott, @Jeff Levine, @Mark Jeffries, @Daymond John, and @Barry Melancon.

The goal of attending conferences like the AICPA & CIMA Engage 2020 is bringing home tangible ideas on how to continue to improve and elevate the client experience at Brandywine Oak.

#BOPW #LifetimeLearning #TaxPlanning