Join us for the 2nd Annual CPA and Financial Planner Bootcamp

Register for Our 2nd Annual CPA and Financial Advisor Bootcamp happening January 10th, 2025!

Join us for the CPA and Financial Planner Bootcamp, designed for financial planners, CPAs, insurance agents, and other financial professionals. Equip yourself with the latest tax strategies and educational materials to better serve our community and connect with invaluable resources. Group discounts available—call 520-395-1551 to arrange.

View Full Agenda

2nd Annual CPA and Financial Planner Bootcamp

  • 7:30 am - 8:30 am: Doors open - Registration and Breakfast
  • 8:30 am: Welcome Introduction
  • 8:45 am - 9:45 am: A Different Way to Think About Estate Planning with Your Clients/Advanced Tax Strategies – Attorney Dave Karp
  • 9:45am - 10:00am: Networking Break
  • 10:00 am - 11:00 am: Corporate Transparency Act – Attorney Lisa Thompson
  • 11:00 am - 11:15 am: Networking Break
  • 11:15 am - 11:45 am: Platinum Sponsor Presentation
  • 11:45 am - 12:30pm: Gold Presentation – Lunch
  • 12:30 pm - 1:30pm: How to Talk with Clients Who Have Dementia – Shelly Drews HQ-DES - Sponsored by Visiting Angels
  • 1:30 pm - 1:45 pm: Networking Break
  • 1:45 pm - 2:30 pm: How to Talk with Your Clients About Charitable Planning – Jewish Community Foundation of Southern Arizona
  • 2:30 pm - 2:45 pm: Networking Break
  • 2:45 pm - 3:30 pm: Updates on Tax Issues that Have the IRS's Focus – Attorney Hubert Johnson with Guardian Tax Law

Status of Continuing Education Credits

  • Arizona Board of Accounting - Self Report for 5.5 continuing education credits
  • IAR/NASAA (North American Securities Administrators Association) - 6 continuing education credits
  • CFP Board:  5.5 continuing education credits
  • Arizona Department of Insurance - 6 continuing education credits

Event address:

DoubleTree by Hilton - Reid Park
445 S. Alvernon Way
Tucson, Arizona 85711