The New Tax Playbook: Modeling, Trade-Offs & Smarter Client Advice

Overview

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.