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UID:563921f4-347e-4b62-9fde-5e0ef325c4e4@360exp.net
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DTSTAMP:20260910T235707
DTSTART;TZID=America/New_York:20261022T120000
DTEND;TZID=America/New_York:20261022T160000
SUMMARY:Carver CPE
LOCATION:The Everly
DESCRIPTION:This year’s program will feature an important OBBA legislati
 ve and planning update covering critical changes impacting clients in 2026
  and 2027\, along with presentations showcasing state-of-the-art technolog
 y and advanced AI-driven tools that can identify sophisticated planning op
 portunities in minutes instead of hours.Attendees will also learn innovati
 ve and often overlooked strategies designed to help clients significantly 
 and permanently reduce taxes while improving long-term financial outcomes.
 In addition\, we will explore the evolving landscape of exit planning for 
 business owners as trillions of dollars in privately held business value a
 re expected to transition over the next decade. Learn a proven holistic fr
 amework that aligns business\, personal\, and financial planning to help o
 wners move from simply “successful” to truly “significant\,” while
  positioning CPAs as key strategic advisors throughout the process and cre
 ating significant billables.As technology increasingly automates many trad
 itional accounting and compliance functions — often at little or no cost
  — this event is designed to help CPAs remain highly relevant\, deepen c
 lient relationships\, increase billable opportunities\, and create greater
  value for both clients and their firms. This is far more than a CPE event
  — it is a forward-looking experience focused on the future of the CPA p
 rofession.Copyright © 2026 Carver CPE - All Rights Reserved.Raymond James
  is not affiliated with and does not endorse the opinions or services of B
 rowning Mank\, TaxStatus\, Julia Fuentes or Vanguard. Any opinions are tho
 se of Carver Financial Services and not necessarily those of Raymond James
 . Expressions of opinion are as of this date and are subject to change wit
 hout notice. While we are familiar with the tax provisions presented herei
 n\, as Financial Advisors we are not qualified to render advice on tax or 
 legal matters. Raymond James and its advisors do not offer tax or legal ad
 vice.Raymond James financial advisors may only conduct business with resid
 ents of the states and/or jurisdictions for which they are properly regist
 ered. Therefore\, a response to a request for information may be delayed. 
 Please note that not all of the investments and services mentioned are ava
 ilable in every state. Investors outside of the United States are subject 
 to securities and tax regulations within their applicable jurisdictions th
 at are not addressed on this site. Contact your local Raymond James office
  for information and availability.Links to external content or websites\, 
 if provided\, are for informational purposes only. Raymond James is not af
 filiated with and does not endorse\, authorize or sponsor any of the liste
 d websites or their respective sponsors. Raymond James is not responsible 
 for the content of any website or the collection or use of information reg
 arding any website's users and/or members.Securities offered through Raymo
 nd James Financial Services\, Inc.\, member FINRA/SIPC\, marketed as Carve
 r Financial Services. Investment advisory services offered through Raymond
  James Financial Services Advisors\, Inc. Carver Financial Services is sep
 arately owned and operated and not independently registered as a broker-de
 aler or investment adviser.Raymond James Privacy Notice | Raymond James Le
 gal Disclosures (Including Form CRS)FINRA BrokerCheck\n\nBoletos: https://
 www.simpletix.com/e/carver-cpe-tickets-281264
URL;VALUE=URI:https://360exp.net/events/563921f4-347e-4b62-9fde-5e0ef325c4
 e4
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