Press Room

February 23, 2018

deHaan Speaking at Investments & Wealth Institute Conference in San Francisco

The Investments & Wealth Institute (formerly IMCA) is a professional association of investment advisors and wealth managers. The Institute offers a diverse selection of advanced investments and wealth management programs throughout the year.

This year the Institute is hosting a conference on March 1st in San Francisco. The conference will focus on monetizing closely held businesses. Conference attendees will learn the strategies to address the needs of clients with a concentrated wealth in their closely held businesses. Stephen deHaan, Andersen Tax Managing Director, will be one of the speakers at the event. His session will include a discussion about critical tax issues for start-up founders and executives.

Steve deHaan specializes in providing integrated tax advice to private clients to formulate and properly implement income, estate, and gift tax strategies. Steve’s clients consist primarily of founders and executives of early stage companies, complex high net worth family groups and closely-held business owners. As part of his practice, Steve frequently collaborates closely with clients’ attorneys and investment advisors to help optimize after-tax economic results. Steve has instructed national trainings in the areas of individual income taxation, fiduciary taxation, and tax planning and has authored technical materials on a variety of topics.

In addition to the beneficial programs offered, The Investments & Wealth Institute offers two acclaimed certifications—Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®). CIMA® is an advanced professional certification for financial advisors and investment consultants that provides investment knowledge, along with the practical tools to meet the real-world needs of individual and institutional investors. CPWA® is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of sophisticated high-net-worth clients.

March 1, 2018

San Francisco

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