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Navigating Today’s Economy, Tax Landscape & Technology – Accredited CPE Event for CPAs *This event is for CPAs only.

Join us for a high-impact, accredited CPE event crafted exclusively for CPAs advising high-net-worth clients in today’s dynamic economic & tax environment. This three-hour session will cover advanced portfolio strategies, legislative updates, and leading-edge technology that can help you provide more sophisticated, proactive service to your clients.

What You’ll Learn:

  • Advanced Tax Planning Strategies: Including how tools like Prepaid Variable Forward Contracts can help clients mitigate downside risk and access tax-efficient liquidity.
  • Direct Indexing & Tax Optimization: Explore how personalized portfolios and tax-loss harvesting can enhance control and client outcomes.
  • AI & Technology in Practice: Discover cutting-edge platforms such as TaxStatus (www.taxstatus.com), which connects directly to the IRS in real time, and explore the broader implications of AI in reshaping client service.
  • Legislative & Economic Update: A comprehensive review of current and proposed tax legislation, regulatory shifts, interest rate movements, and market outlooks.

Breakfast will be provided, and attendees will earn 3 CPE credit hours. Registration is required, and seating is limited.

Speakers: 

  • Kevin Knull, Founder and CEO TaxStatus
  • Randy Carver, CRPC®, CDFA®  Founder and President Carver Financial Services/RJFS Registered Principal
  • Dan McGinnis, CFP® Partner, Carver Financial Services, RJFS Financial Advisor
  • Eric Miller, CFP®, Managing Director, Single Stock, Hedging & Liquidity, Fort Point Capital Partners
 

Details:

  • Date: Thursday, October 23rd
  • Time: Breakfast 7:30–8:00 AM | Presentation 8:00–11:00 AM
  • Location: Carver Financial Services | 7473 Center Street, Mentor, OH (Basement Learning Center)
  • Credits: 3 Hours CPE (Fee Waived – space extremely limited)

Reservations:

Space is limited. Reservations are required. Call our office at (440) 974-0808 or email carverfinancialservices@raymondjames.com to RSVP.

Raymond James is not affiliated with and does not endorse the opinions or services of Kevin Knull or Eric Miller.