Events at Intrust CPA

Lunch & Learn.

Join us for lunch and a friendly, practical conversation on topics that matter to you.

Seating is limited. RSVP at the front desk or call 231-216-8006.

The Event Schedule

A little time. A fresh perspective.

12:00 PM – 1:00 PM ET

AI in Accounting

What can AI really do for your business and finances? Learn where it saves time, where to be careful, and how we use it to serve you better.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

QuickBooks Online Training

Get more out of QuickBooks Online with tips from our QuickBooks ProAdvisor. Bring your questions and leave with habits that keep your books clean.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

Tax Planning for Business

Start the year with a plan, not a scramble. Learn smart moves business owners can make now to reduce surprises and keep more of what they earn.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

Wills and Trusts

Protecting the people you love starts with a plan. Learn how wills and trusts differ and what to ask as you plan for your family's future.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

Cybersecurity

Presented by POWDR

Scams and data breaches keep getting smarter, and you can too. Learn practical steps to protect your personal and business information.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

Navigating an IRS Notice or Audit

Got a letter from the IRS? Don't panic. Learn what common notices mean, what to do first, and how we can help you through the process.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat
12:00 PM – 1:00 PM ET

Real Estate Tax Strategies

Own rental property or thinking about investing? Learn key deductions and tax strategies to make the most of your real estate.

In person at the Intrust CPA office732 Hannah Avenue, Traverse City, MI 49686 Lunch provided
Call to reserve your seat