Planning for the Modern Family

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on Planning for the Modern Family at the Tax Planning for High Net Worth Clients Symposium held for CPA firms. The program was sponsored by BKD LLP, CliftonLarsonAllen LLP, Crowe Horwath LLP and Keebler & Associates LLP, and it took place at the Gleacher Center in Chicago, IL.