Last month, Senior Manager, Pearl Balsara was invited to speak at the 2023 FPA DFW Annual Conference in Irving, TX. Pearl gave an outstanding presentation regarding “Tax Strategies for Financial Advisors.”
After the presentation, our friends at the 2023 FPA DFW Conference informed Pearl of some spectacular news – her presentation broke the record for most attendees for a breakout session in the history of their event!
Pearl taught 103 attendees about income tax strategies, transfer tax strategies, retirement planning, 2022-2023 tax updates, and flow
-through entities reporting. What an accomplishment – congratulations, Pearl!
From learning how income strategies can minimize taxes and maximize after-tax earnings, to understanding gift and estate tax updates, the HM&M team is not only dedicated to quality work, but also quality education.
Is your team interested in learning more about tax strategies for financial advisors?
If so, click here to reach out to Pearl Balsara today!
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