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Tax Strategies for CPAs and Investors

Tax Strategies for CPAs and Investors

Tax Strategies for CPAs and Investors

Together with the Madison Capital Group we are co-hosting an event on July 15th for professional advisors and CPAs. The day will feature various speakers on topics such as Opportunity Zone investments, Tax-efficient Investment Strategies, Delaware Statutory Trusts, Oil and Gas Tax Advantages and more. Attendees earn 1-2 hours of CPE credit, while networking with fellow CPAs and advisors.

Sparta Wealth Partners

Jul 11 min read

Sparta Executive Retreat Reflections

Sparta Executive Retreat Reflections

Sparta Executive Retreat Reflections

The retreat was structured around a series of meticulously designed tactical exercises and problem-solving missions.

Sparta Wealth Partners

Sep 15, 20241 min read

Charlotte Office:

4500 Cameron Valley Pkwy

Suite 130

Charlotte, NC 28211

Charleston Office:

18 Broad Street

Unit 300

Charleston, SC 29401

Book time with Blair Thompson

Securities are offered through Realta Equities, Inc. Member FINRA/ SIPC located at 1201 N. Orange St, Suite 729, Wilmington, DE 19801. Neither Realta Equities, Inc nor Realta Investment Advisors, Inc is affiliated with Sparta Wealth Partners.

Investment Advisory Services offered through Sparta Wealth Partners, a SEC Registered Investment Adviser (RIA).

SIPC: https://www.sipc.org/

FINRA: https://brokercheck.finra.org/

SEC: https://www.sec.gov

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