new-york-forum-2

Investments & Wealth Strategy Forum 2023 - New York City

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You Can't Take It with You: Strategies for Wealth Enjoyment

Paige Goepfert

Presented by
Paige Goepfert, CPA, MST, CSEP

Managing Director, Andersen Tax LLC


November 29, 2023
2:30 - 3:20 p.m.     

In this session, we’ll discuss tax-planning strategies that can help your clients make the most of their financial prosperity. We'll explore a variety of concepts including gift planning, utilizing trusts, real estate techniques and more.

Learning Objectives:
  • Identify tax planning strategies that allow for enjoyment of wealth during the course of a lifetime
  • Learn about tax techniques to consider prior to the sunsetting of the Tax Cuts and Jobs Act
  • Understand the impact of implementing strategies while alive versus at death

Speaker Bio

Paige Goepfert, CPA, MST, CSEP
Managing Director, Andersen Tax LLC


Paige Goepfert is a partner in Andersen's Private Client Services team where she works with ultra-high-net-worth families, family offices and executives on tax planning and income tax compliance. Goepfert develops and implements multi-generational wealth and estate planning transfers and works with family office employees and multiple generations of family members. She also consults with clients regarding a variety of planning matters including partnerships, gifting, private foundations and other charitable vehicles. Goepfert also works with executors and estate administrators in managing a decedent’s estate. Goepfert frequently lectures on estate planning, taxation of trusts and wealth strategies for the American Institute of CPAs (AICPA) Advanced Estate Planning Conference and a variety of other professional venues. She has also published an article in The Tax Adviser titled “Important Lessons Regarding Valuation Issues.

 Back to New York Strategy Forum 2023

E-mail address

conference@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors