Join us for an exclusive CPE seminar designed for CPAs, featuring two expert-led sessions. Attorney Adam H. Koblenz, Esq., Equity Partner at GoetzPlatzer, will highlight the critical legal pitfalls businesses face, from contract oversight to employment practices, and explain why outside counsel is essential for long-term protection and profitability.

Following this, Paresh B. Shah, CFP®, Managing Principal at PareShah Partners, will present “Beyond the Basics: Ten Tax Strategies for Wealth Preservation.” This session will explore advanced planning techniques—including Captive Insurance, DSTs, and Cash Balance Plans—that can help clients minimize taxes, preserve wealth, and strengthen professional advisory relationships.

Attendees will gain actionable insights to enhance client outcomes and earn complimentary CPE credit in Specialized Knowledge.