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AICPA & CIMA ENGAGE 2021


ENG21SS10 - ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax


Jul 28, 2021 12:50pm ‐ Jul 28, 2021 1:40pm

Standard: $49.00

Description

Learn how dynamic father and son team Bob and Davin Carey used succession planning to add wealth management services to their multi-generational CPA tax practice that skyrocketed their business.

Learning Objectives:
  • Business Succession Planning – Develop a strategy to grow your practice and plan for the future.
  • Wealth Management with a Tax Focus – Leverage your tax expertise to offer holistic wealth management

Speaker(s):

  • Davin Carey, Senior Wealth Advisor, Carey & Hanna Tax & Wealth Planners
  • Bob Carey, CPA, CPA & Wealth Advisor, Carey & Hanna Tax & Wealth Planners

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