Upcoming Events

Stop by the Complete Advisors Exhibit Booth at the NYSBA’s Trusts and Estates Law Section Meeting to discuss your valuation needs with Evan Levine and Nainesh Shah.

Nainesh Shah and Trisch Garthoeffner co-present Business Valuation Essentials for Attorneys as part of NYCLA’s New York Bridge the Gap Skills and Ethics March meeting. CLE credits available through NYCLA for participation in their full-day session.

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.

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.

Complete Advisors’ video course, Business Valuation Essentials for CPA’s, is available on-demand through Learn Formula.

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.