Moderator:
Chuck Kowal, Global & Americas Director - Personal Financial Services,
Ernst & Young

Panelists:

• Greg Rosica, Americas Southeast Sub-Area Personal Financial Services Leader, Ernst & Young
• Elda Di Re, Americas Financial Services Office Personal Financial Services Leader, Ernst & Young

High-net-worth individuals are increasingly the focus of US regulators and legislators as President Obama's ambitious tax agenda becomes a reality. In this session with top professionals from Ernst & Young's Personal Financial Services practice, learn what's anticipated from pending legislation and key personal tax and financial planning considerations to help build and preserve wealth.

 

More on session tracks:

• View details on all Plenary sessions
• View details on all Track 1 - Managing Transactions, Cash and Talent sessions
• View details on all Track 2 - Embracing Value, Innovation and Change sessions

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