Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Accounting and Reporting for Plan Sponsors
(Concurrent Sessions 2)

Tuesday, September 17 :: 10:25–11:10
Specific rules for keeping your plan compliant will be covered in this nuts-and-bolts session.


Kevin Marshall

presenter photo

Global Investment Strategies

Kevin A Marshall, CPA is the CFO of Global Investment Strategies, a boutique wealth management firm based in Tucson, AZ. Kevin has been a CPA for 30 years and is also a speaker, radio show host, licensed insurance agent and entrepreneur. He has started and sold multiple businesses, including an historic Bed and Breakfast in Granby, Connecticut. While there, he created the "Tax and Relax" Package - guests could have their taxes done while staying at the Inn.
Fall ESOP Forum