2026 CPA Symposium- Dallas, Texas
August 3 @ 8:00 am - August 5 @ 5:00 pm
This is a great chance for you and your CPA partners to strengthen collaboration, earn CPE credits, and dive into strategies that support your clients’ financial goals.
A 1.5 day program offering CPAs 11 CPE credits
Tuition $850 per attendee
Agenda topics include:
- Economic Update
- Strategies and Best Practices with Allan Koltin
- Qualified and Non-Qualified Plans Overview and Case Studies
- Incorporating Financial Services into Your Practice Panel
- Basics of Estate Planning Strategies
