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ENG21SS10
ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax
Date
July 28, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)
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
Speakers
Senior Wealth Advisor, Carey & Hanna Tax & Wealth Planners
Bob Carey, CPA
Wealth Advisor, CPA, Carey & Hanna Tax & Wealth Planners
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