The time that Tony Gomes spent at this session helped him become more aware and informed of the most practical and important tax laws and estate planning techniques to share with his clients and prospects.
Nokomis, FL (PRWEB) September 29, 2014
Tony Gomes of Sarasota, FL, President & Founder of Advanced Wealth Management, LLC, has just recently attended a special training session for financial planners. This session consisted of a strong mix of tax planning, estate planning and practice management information that was shared by two industry professionals with a combined experience of over 55 years specializing in assisting financial practitioners better manage tax, estate, and other issues that affect high net-worth investors.
Thomas B. Gau, CPA, CFP(TM), a 25 year industry veteran who was once again included on Barron’s* list of top 100 financial advisors in 2013, provided knowledge and education on important tax and estate planning strategies that financial advisors need to share with existing clients and prospects. Other strategic training was also provided by Ken Unger, a knowledgeable industry trainer with over 30 years of financial services experience, who specializes in training financial practitioners to better serve their high net-worth clients.
At this session, they reviewed the most recent tax law changes and forms with an emphasis on strategic tax-reduction planning. Mr. Gau and Mr. Unger also provided informational updates they received from Mr. Robert. S. Keebler, CPA, MST, AEP (Distinguished) of Robert Keebler & Associates, who is one of the leading experts nationwide in retirement and IRA planning, as well as taxation and estate administration. Mr. Keebler has been recognized as one of the most influential CPAs in the United States by CPA Magazine.
The time that Tony Gomes spent at this session helped him become more aware and informed of the most practical and important tax laws and estate planning techniques to share with his clients and prospects. Tony Gomes is proud to be able to share these strategies here in Sarasota, FL.
About Tony Gomes:
Tony Gomes is the President & Founder of Advanced Wealth Management, LLC. Securities, insurance, and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Advanced Wealth Management, LLC who is not affiliated with SagePoint Financial. For more information, please visit http://www.awmfl.com/