This informative and educational 2-hour CPE seminar for CPAs, hosted by Carver Financial, will include two smart strategies to help your clients minimize taxes while growing assets. We will be discussing Direct Indexing and Cash Balance Plans, while reviewing current and pending tax legislation that may impact your clients. You will receive 2 CPE credit hours and a wealth of information you can utilize immediately.
What will be Covered:
- Direct Indexing
- Legislative & Economic Update
- Cash Balance Plans
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.