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Pioneer Wealth Partners
(212) 328-0300
pioneerwealthpartners.com

Pioneer Wealth Partners (“Pioneer”) is an independent wealth management firm that serves the needs of high net worth families. They work in partnership with clients to define and achieve their financial goals. Their integrated platform and deep expertise provides clients with a clear and insightful view of their complex financial lives. Pioneer delivers a full scope of financial, investment advisory, tax and estate planning services to help clients meet a wide range of financial challenges.

Archived Webinars

CONNELLY V. UNITED STATES: LEGAL UPDATES AND THEIR REAL WORLD EFFECTS
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Recorded Date November 4, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
2025 GREEN BOOK REVENUE PROPOSALS: POTENTIAL ESTATE TAX IMPLICATIONS
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Recorded Date June 24, 2024  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm     
GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING
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Recorded Date January 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW
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Recorded Date November 23, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SECURE ACT: PLANNING IDEAS FOR PRACTITIONERS
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Recorded Date February 17, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other