June
15
2023
Professional Matters Series: Succession Planning
Succession Planning: We will look into the different ways to transfer a business and how you can help the business owner navigate the business succession planning journey. ... More Info
November
16
2023
Professional Matters Series: Charitable Planning
Charitable Planning: In this workshop, we will discover how you can provide insight to your clients about charitable planning and how to reduce income taxes on the sale of a business. ... More Info
