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Schedule with Us!
Financial Planning
VFO Services
Overview
Wealth Management
Tax Planning
Legal Services
Risk Mitigation
Business Advisory
Planning Process
Overview
Proactive Planning Platform
Virtual Family Office
Client Information Questionnaire (CIQ)
CIQ (Business Only)
Team
Proactive Planning Team
Virtual Family Office
Events
Contact
Upcoming Events
The Business of Selling Your Business
Monday, November 18th | 12:00pm CST
AI & Bookkeeping – Exploring the Role of Artificial Intelligence in Modern Accounting
Friday, November 22nd | 12:00pm CST
Past Events
Successful Business Owner Paying Too Much In Taxes
Monday, September 16th | 12:00pm CDT
The Virtual Family Office Client Experience
Friday, September 13th | 12:00pm CDT
How Accountants Can Attract More Affluent Clients
Wednesday, September 4th | 12:00pm CDT
Stronger Together: Collaborate to Serve Your Clients Better
Thursday, August 1st | 12:00pm CDT
Reducing Expenses for Business Owners
Tuesday, July 2nd | 9:00am CDT
The Legacy-IRA
Wednesday, April 3rd | 9:00am CDT
Revenue Share Less with the IRS
Wednesday, March 27th
2:00pm
-
3:00pm CDT
Depreciating Commercial Real Estate The Smart Way
Tuesday, March 5th | 9:00am CST
6 Key Aspects of Business Advice – Part 1
Tuesday, February 6th | 12:00pm CST
Mastering the Art of Accelerating & Expensing Depreciation
Wednesday, November 1, 2023
10:00am
-
11:30am CDT
The Virtual Family Office Client Experience
Thursday, September 21, 2023 | 11:00am CDT
Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies
Wednesday, September 20, 2023 | 11:00am CDT
Successful Business Owner Paying Too Much In Taxes
Tuesday, September 19, 2023 | 11:00am CDT
The Appeal of the Virtual Family Office
Tuesday, July 25, 2023 | 11:00am CDT
Stronger Together: Collaborate to Serve Your Clients Better
Tuesday, June 27, 2023 | 11:00am CDT