The typical approach for passing a borrower’s home equity to their beneficiaries usually results in the loss of the interest deduction.  Learn how a reverse mortgage works, what are the common uses and how it can be used to benefit your clients. This presentation offers some suggestions for estate planners with a simple approach that connects the reverse mortgage interest deduction with income assets received in estate transfers.

Agribusiness is a big player in Yuma's economy. Take a tour of a grower-owned company known for their delicious Medjool dates. 

Dean Johnson is a CPA and Datepac's CFO. He has been a member of the finance department for nearly 6 years. Johnson will lead a tour of the facility and share about the opportunities and challenges of operating the largest grower / packer of Medjool Dates offering year-round availability.

Yanick Hicks is a coach and trainer with The John Maxwell Team. He helps small and mid-sized companies increase their performance, productivity and processes. Join him for a presentation that will give you tools to improve and reach your goals.

Employers continue to face the challenge of finding and keeping qualified candidates in an evolving and historically tight labor market. Having solid talent acquisition and retention strategies in place is imperative to attract and engage the top talent needed to maintain, grow and achieve a competitive edge in the marketplace.  

As one of your clients’ most trusted advisors, you are well positioned to help turn this challenge into success without requiring deep HR expertise on your part. In doing so, you will strengthen client relationships, elevate your firm, and boost your advisory value. Attend this webinar and discover successful ways to position your business – and those of your clients – as an employer of choice to maximize the effectiveness in recruiting and retention. 

Sponsored by Paychex, Inc.