- Stay up to date: Learn the latest tax law and IRS changes
- Planning Strategies: Develop new tax and financial strategies
- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line
- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years
Speakers
David Krebs
Updated 1/6/2017
Dave is a graduate of Miami of Ohio University. He is Chief Visionary Officer of the CPA Advisory Group and Managing Member of Envision Financial Services, LLC. Dave has led a multi-divisional accounting, tax, financial services, and education firm in Columbus, Ohio, for over 25 years, and is a sought-after presenter on taxation, small business, practice development and financial planning for Thomson Reuter’s Gear Up Seminars and independently.
Currently:
• Author & Professional Speaker with Gear Up Tax Seminars (24 years)
• President of Envision Seminars (31 years)
• Chief Visionary Officer of the CPA Advisory Group (31 years)
• President of Envision Financial Services, LLC (15 years)
• High School Varsity Bowling Coach
• Series 7 and Series 65 Licenses
Servied or serving on board of:
• Ohio Society of CPA’s Columbus; Past State Director and President of the Columbus Chapter
• Delta Upsilon International Fraternity Educational Foundation; Past Trustee & Treasurer
• Westerville Rotary, Current Board Member
• University Kiwanis; Past President
• Toastmasters; Past Chapter Treasurer & Trustee
• Community Connections for Ohio Public Offenders; Past Chairman of the Board
• Opening Doors, Past Chairman of the Board
Active Member:
• National Speakers Association
• Ohio Speakers Forum
• American Institute of CPA’s
• Ohio Society of CPA’s
• National Society of Public Accountants
• Rotary