Client Advisory Services Community Meeting: October

Overview

Join Us for Our Next Community Meeting

All NECPAs members are welcome to attend. Community meetings are a great way to connect with peers, share insights and stay engaged with the profession.

AGENDA:

Compliance Considerations
• 1099 planning and preparation discussion

Year-End Planning & Client Advisory Opportunities
• Calendar year-end planning
• Goal setting and budgeting
• Using the turn of the calendar as a client check-in opportunity
• Positioning year-end conversations as advisory engagements

Vendor Spotlight
• Brief Meet & Greet from MSC Consultants (Cost Segregation)

CPE Credit Information

To receive CPE credit, you must:

• Be in attendance for at least 50 minutes
• Respond to required attendance check polling questions

Please note: We recommend using the email address linked to your NECPAs profile when logging into Zoom.

Join the Community Roster

By joining the community roster, you'll gain access to this group's forum on The HUB—an exclusive space where members can:

• Connect with other community members
• Post questions and messages
• Access meeting materials and resources

Questions?

Contact Melissa Nystedt at mnystedt@necpas.org.