10/27/2026
Your year-end CPA meeting is one of the most valuable conversations of the year, if you walk in with the right questions.
At her last WIN Wednesday, Gabi Brennesholtz shared the questions she wants every agent asking before December 31. Same meeting, totally different questions. Swipe through and bring this list with you.
Gabi is back live on Wednesday, October 28 at 11 a.m. CT.
Register: https://forms.gle/Pmtmq3rwXHChjMKdA
This is for education only and is not tax, legal, or financial advice. Talk to your CPA about your situation.