CPA Symposium | Strategies That Shape Generations | Addison, Texas

Your Clients Have Complex Financial Lives

Build the expertise, alignment and strategies needed to serve them. Today’s clients expect their trusted professionals to work together—bringing tax, estate, business, retirement and wealth considerations into a more integrated strategy.

The CPA Symposium is an exclusive 2½-day experience of expert-led sessions, real-world case studies and peer discussions to guide your collaborative approach. You and your CPA partner will explore practical ways to address sophisticated needs, deepen client relationships and create new opportunities for your practices.

The Great Wealth Transfer: Strategies That Shape Generations

As trillions of dollars move from one generation to the next, families and business owners are turning to their financial professionals for guidance. Together, you and your CPA partner will examine strategies that can help:

• Protect family businesses
• Navigate evolving tax and estate planning strategies considerations
• Strengthen retirement and legacy planning strategies
• Build relationships across multiple generations
• Position your practices for long-term growth