Squar Milner Invites You to Attend
Our Community Insights Program
Community Insights are business owner round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.
Community Insights will be held at the following locations:
The Southern California Institute
|
10251 Vista Sorrento Parkway, Suite 250
|
San Diego, CA 92121
|
Enter Your Information Here to Attend:
Please Check the session you will be attending:
-
The Four Questions Every Business Owner Should Clearly Know the Answers To; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
-
Take Advantage of Your CPA - or - Pay More Income Taxes for as Long as You Want; Presented by Keith Troutman, CPA and Michael Shafer, CPA
-
The Five Stages of Business - Resulting in Business Success, Stability, and/or Transition; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner
-
Exit Planning from an Income Tax Perspective - Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA
-
The Four Questions Every Business Owner Should Clearly Know the Answers To; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
-
Take Advantage of Your CPA - or - Pay More Income Taxes for as Long as You Want; Presented by Keith Troutman, CPA and Michael Shafer, CPA
-
The Five Stages of Business - Resulting in Business Success, Stability, and/or Transition; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner
-
Exit Planning from an Income Tax Perspective - Getting Your Bigger Bucket; Presented by Keith Troutman, CPA and Michael Shafer, CPA
|
|