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

Time:

Breakfast and Registration 7:30 am – 8:00 am
Presentation 8:00 am – 10:15 am

Location:

Carver Financial Services
7473 Center St., Mentor, OH 44060

Reservations:

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

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