CPA Symposium - September 17,2020

Teaming up with several of our industry colleagues including Finance For Thought, RMC Group, and Inland Real Estate Group, Professional Wealth Associates was happy to develop this CPA Symposium which offered 4 CPE credits to our CPA attendees.

Topics covered included staying compliant during COVID as it relates to employment issues, using 1031 exchanges for real estate transactions, payroll tax reduction plans through section 125 plans, and an introduction to captive insurance.

A great meal, wonderful speakers offering very useful information, and most importantly, the opportunity to spend time together learning additional ways to help our clients!