Specialized Knowledge Day — IN-PERSON Event
Time: 8:00am – 12:00pm
Place: Holiday Inn Executive Center, 5565 Greenwich Road, Virginia Beach, VA
AGENDA FLYER
7:30–8:00…………REGISTRATION CHECK-IN & BREAKFAST
8:00–8:05…………WELCOME & ANNOUNCEMENTS, TCVSCPA President Laura Langton, CPA
8:05–8:55…………THE PSYCHOLOGY OF MEDICARE, Bryan Gay, Boomer Insurance PRESENTATION
8:55-9:45………….TRUSTS: WHAT’S UNDER THE HOOD, Daniel Tirel, Esq., Jonathan P. Hughes, JD, MDA – Alperin Law, PLLC PRESENTATION
9:45 -10:20…………BREAK
10:20 – 12:00………BUSINESS SUCCESSION – WHAT TO KNOW, David Bastiaans, CPA, Esq., LLM, – Wolcott Rivers Gates and Gary Baum, CPA – Acuity Valuation “PRESENTATION”
Registration ends Thursday, November 9, 2023
Space is limited to the first 150 participants, please register early!
Members: Free Non-Members: $75 Vendors: $125
Members, If you register and need to cancel your registration, please do so by 11/9/23, or you will be charged the non-member rate!