Upcoming Event: CPE/Strategy Session – Asset Protection Meets Tax Deferral
Join Randy Sadler, Principal at CIC Services, for an upcoming strategy session called “Asset Protection Meets Tax Deferral.” This event is designed to equip CPAs and advisors with forward-thinking strategies to better serve their clients. Taking place on August 21, this session will be held in person at the Courtyard Franklin Cool Springs in Franklin, TN, or accessible via online webinar.
This 2-hour session qualifies for two CE credits and will introduce two innovative structures—Captive Insurance and MSO (Management Services Organization), which can be game-changers for the right clients.
Date: Thursday, August 21
Time: 3:00-5:00 pm EST
What you’ll learn during this session:
- How the Captive + MSO framework can provide tax, risk, and operational advantages
- Ideal client profiles for these strategies and how to identify opportunities
- Practical implementation tips and compliance considerations
- Real-life success stories and case studies
Whether you join us in Franklin or log in remotely, this session will deliver insight, clarity, and strategic value to your advisory toolkit. Reserve your spot now!