Events & Webinars
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David Sullivan will be presenting at the 2026 M&A and Capitalization Symposium on Thursday, October 8th from 11:00 a.m. to 12:00 p.m.
Alexander Buchholz will virtually present at the TXCPA Friday Webinar – Common Errors In Financial Statements – Houston Chapter Event on Friday, October 9th from 12:00 p.m. to 1:00 p.m.
Explore the foundational steps to a successful business transition, from assessing owner readiness and building a transferable business to evaluating the succession path that best fits your goals.
Jennifer Bull and Julia Eisenhaur will be exhibiting at the 2026 Annual Nonprofit Conference by the CT Community Nonprofit Alliance on Tuesday, October 27th held at the CT Convention Center in Hartford, Connecticut.
David M. Sullivan, Jr. will be speaking in Breakout Session 1, 2026 Tax Legislation Update and Year-end Planning Strategies for Your Firm at the Growth & Ownership Strategies Conference on Thursday, November 5th from 3:00 p.m. – 4:00 p.m. at The Ritz-Carlton Naples, Tiburón in Naples, FL.
Alexander K. Buchholz will virtually present “Common Errors in Financial Statements” at the Greater Washington Society of CPA’s 2026 Nonprofit Symposiumon Thursday, November 5th from 1:00 to 1:50 p.m.
Join our webinar and turn your succession strategy into action with guidance on timelines, tax, legal, estate-planning, financing and communication considerations for a successful transition.