5th Annual CPA CPE Symposium: November 19–20 in Knoxville, TN

We’re excited to announce the 5th Annual CPA Symposium, returning to Knoxville on Wednesday, November 19, and Thursday, November 20, at Ruth’s Chris Steak House.

Join us for two days of insight, networking, and top-tier education offering 26–27 hours of NASBA-approved CPE.

Randy Sadler of CIC Services will be among this year’s featured speakers, sharing his expertise on how CPAs can help clients strengthen their businesses and reduce taxes through innovative risk management and insurance strategies.

Topics will include:
• Captive Insurance Companies – How your clients can insure additional risks and achieve tax savings of up to $2.8M
• 401(k) Plans – Updates following the Secure Act 2.0 and the “Big Beautiful Bill”
• Pension Plans – How clients can potentially gain hundreds of thousands in tax deductions, with the majority benefiting owners
• R&D Credits – New changes following the “Big Beautiful Bill”
• Buy/Sell Agreements – Impacts after the Connley case and why reviews are critical
• Expense Reduction Strategies – How to help clients save thousands (or more) annually on all business expenses except labor

As always, all meals and drinks are provided, thanks to our generous sponsors.

Space is limited, so please RSVP to:

Randy Sadler – randy@cicservicesllc.com

Jennifer Hunt – jennifer@exebenefits.com

We look forward to seeing you in Knoxville for another great event of learning, networking, and collaboration.