Appalachian Chapter May Meeting
0105 | Course | Scheduled
Description
Appalachian Chapter Meeting - May 20
Join the Appalachian Chapter for a chapter meeting on May 20 at Tennessee Hills Brewstillery. Social hour will begin at 5:30 p.m. Dinner and CPE will begin at 6:30 p.m.
Dinner and CPE: How CPAs Can Guide Clients Through Capital Gains, Donor-Advised Funds and the Potential TCJA Sunset
Speaker: Jake Stone, MBA, RFC
Time: 6:30 - 8 p.m.
CPE Credit: 1 Taxes
Fees: Free for members; $35 for non-members
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Instructors
Jake Stone
Jake Stone is a Partner and Wealth Advisor at Carson Wealth, based in Johnson City, Tennessee. With a background in economics and an MBA with a specialization in project management, Jake works closely with clients and CPAs to develop tax-efficient investment strategies, navigate complex financial landscapes and plan around evolving market and policy conditions.
Originally from Raleigh, North Carolina, Jake came to East Tennessee on a golf scholarship to King University, where he was actively involved in athletics, leadership and academics. His experience in competitive sports and project-based financial work helps shape his disciplined and client-focused approach.
Jake is passionate about community involvement and serves on the board of the Make-A-Wish Foundation of East Tennessee and the Young Professionals of Johnson City Advisory Council. He lives in Johnson City with his wife Abby, their son Cameron, and their dog Ellie.
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