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.