Upcoming Events
NAEPC’s 59th Annual Advanced Estate Planning Strategies Conference
November 15-18, 2022
NAEPC’s 59th Annual Advanced Estate Planning Strategies Conference will feature a bonus session – What Every Attorney Should Know About Valuations — presented by Evan Levine and Nainesh Shah, Co-founders of Complete Advisors.
NOTRE DAME TAX & ESTATE PLANNING INSTITUTE
November 9-11, 2022
Complete Advisors is proud to sponsor the 48th Annual Notre Dame Tax & Estate Planning Institute presented virtually, this year, by the University of Notre Dame Law School.
LEARN FORMULA: BUSINESS VALUATION ESSENTIALS FOR CPA’S
On Demand.
Complete Advisors’ video course, Business Valuation Essentials for CPA’s, is available on-demand through Learn Formula.
MICPA
September 14, 2022
Complete Advisors’ Evan Levine and Nainesh Shah present an online lunch session entitled, “Business Essentials for CPAs: The ABCs of Valuing Your Client’s Closely Held Business” as part of the Michigan CPA Association’s (MICPA) Member Advantage program. Webinar replay available to members.