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VERSION:2.0
PRODID:
BEGIN:VEVENT
UID:166444lk
DTSTAMP:20260905T022148Z
DTSTART:20261028T130000Z
DTEND:20261028T150000Z
SUMMARY: The Most Common Planning Gaps CPAs See Too Late
DESCRIPTION: CPAs often see critical tax\, estate and risk gaps long before an event forces action\, but influence is lost when those insights aren’t activated. This session will introduce a simple\, repeatable framework CPAs can use to move business owners from awareness to action without becoming sales driven or adversarial. Learn how early\, collaborative intervention leads to better outcomes for clients and stronger cross discipline relationships.
CLASS:PUBLIC
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