Memphis Chapter Collaborative Case Study Workshop

Description

Memphis Chapter Collaborative Case Study Workshop

Join the TSCPA Memphis Chapter and fellow professionals for a unique, interactive event designed to foster real conversations around life’s most complex planning challenges.

Date: May 7, 2025
Time: 5 - 7 p.m.
Location: FedEx Event Center, 415 Great View Drive East, Memphis TN 38134 
CPE Credit: 2 Taxes
Fees: Free for members and non-members

This event, presented in collaboration with the Probate and Estate Section of the Memphis Bar Association, the Certified Financial Planners Association and the Tennessee Society of CPAs, brings together attorneys, CPAs and financial advisors to work in teams on real-world scenarios.

Example case study:
Suzzie owns a business and has five children. How do you help her plan for succession, taxes, a potential sale and estate matters?

This is an engaging opportunity to learn from other perspectives, share ideas and connect with peers across professions.