This week our Founder & CEO Michael Henley, Co-Founder & Co-CEO Alison Brooks, and Director of Tax & Founding Tax Partner Chris Smith attended the AICPA Engage 2023 conference. This conference is the premiere learning experience for cutting edge tax strategies, gifting and charitable strategies, pending legislation, 529 distribution strategies, advanced estate planning techniques, and multi-family office best practices. This year’s keynote speakers included Jeffrey Levine, Robert Keebler, CPA,PFS,MST,AEP,Distinguished, Michael Finke, and David Blanchett.

The goal of attending conferences like the AICPA Engage 2023 is bringing home tangible ideas on how to continue to improve and elevate the client experience at Brandywine Oak.

#BOPW #LifetimeLearning #TaxPlanning