The Most Common Planning Gaps CPAs See Too Late
Overview
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.
This event is part of the following bundles:
Complete Breakfast Programs Season Pass
Multiple Events Between -
Up to 28.00 Credits
Member Price: $699
Take advantage of the most CPE and cost savings by registering for ALL the Livestream Breakfast Programs! This Season Pass includes ALL Livestream Wednesday and Friday Breakfast Programs. In addition, a three-part series on Law & Employment is being offered free for members.
Wednesday Breakfast Programs Season Pass
Multiple Events Between -
Up to 12.00 Credits
Member Price: $399
Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings!Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings). In addition, a three-part series on Law & Employment is being offered free for members.
Leader(s):
Leader Bios
Jason Glisczynski, Managing Partner, Silvertree, LLC.
Jason Glisczynski, CPWA®, CFP®, is the Co-Founder and Managing Partner of Silvertree, a private wealth advisory firm focused on delivering clarity, confidence, and tax-efficient strategies to executives and business owners in manufacturing. With over two decades of experience across financial planning, tax mitigation, and strategic advisory, Jason specializes in helping senior financial leaders—particularly in manufacturing and professional services—solve complex challenges that go beyond the numbers. A Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™, Jason brings a systems-oriented approach to scaling operations, managing team capacity, and improving profitability within finance departments and advisory teams. He is a recognized speaker for WICPA and a frequent contributor to thought leadership publications on leadership burnout, tax strategy, and organizational efficiency. Jason also serves on multiple nonprofit finance committees and draws from his own experience as a high-net-worth individual and business owner to offer actionable insight. His mission is simple: to help professionals move from overworked and reactive to empowered and strategic—without sacrificing wellbeing, growth, or integrity.
Non-Member Price $89.00
Member Price $69.00