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.
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.
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.