More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.
August 14
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Luke Nicholson is an assistant professor of accounting at the Plaster College of Business and Entrepreneurship at
Lindenwood University in Saint Charles, Missouri. He holds a Doctor of Business Administration with a concentration in accounting, an MBA, and a BS in accounting with a minor in Business. Dr. Nicholson has 10 years of experience in accounting. Prior to his academic career, he worked in public accounting conducting audits and completing tax returns for companies across various industries. He served as an assistant CFO in his previous accounting job.August 14
