Oppenheimer & Co. Inc. recently held its 20th annual Professionals Alliance Group (PAG) Conference in New York, bringing together CPAs, investment managers, and senior leadership to discuss strategies for enhancing client service amid a complex economic landscape. The PAG model allows accounting firms to access Oppenheimer’s wealth management and investment banking services, fostering collaboration and innovation in the industry. The conference featured discussions on tax-efficient strategies and underscored Oppenheimer’s commitment to empowering professionals to deliver comprehensive client solutions. The PAG program, established in 1997, has become a leading referral and partnership initiative within the financial sector.