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Tax
Web Seminar

Managing assets at the intersection of tax and wealth

Wednesday, August 20, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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We've talked a lot about why CPAs should partner with wealth managers in all of the potential iterations of the term (i.e. "partnership" could mean a formal, informal, referral, etc.)  We've also talked a lot about financial planning topics: business owner transition planning, risk management through property and casualty insurance programs.  Now let's talk about how we lean into our core service at the intersection of tax and wealth: tax-smart investing and money management.

CPE Credit Information
Subject Area: Specialized Knowledge
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Tax
Speakers
  • Clint Costa, J.D., CPA, LL.M.
    Senior Wealth Strategist
    Choreo, LLC
    (Speaker)
  • Matthew Gotlin
    Chief Investment Officer, Managing Director, Wealth Management
    Choreo
    (Speaker)
  • Danielle Lee
    Managing Editor
    Accounting Today
    (Moderator)
NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.