Join us for a fun and educational morning where we will be discussing timely and key updates for you and your clients while you earn 2.5 hours of CPE credits and a wealth of information you can utilize immediately. *This event is for CPAs only.
What will be Covered:
- AI and the Future of Accounting Practices
- Tax Advantaged Strategies for Concentrated Stock
- Secure Act 2.0 in 2024 – updates and changes
- New RMD and Estate Planning Rules for 2024
- Top 10 Tricks for 1031/like-kind exchanges
- SALT Cap Workaround
Breakfast and Registration 7:30 am – 8:00 am
Presentation 8:00 am – 10:15 am
Carver Financial Services
7473 Center St., Mentor, OH 44060
Space is limited. Reservations are required. Call our office at (440) 974-0808 or email carverfinancialservices.com to RSVP.