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Devji Wealth Management

Upcoming Events

Plan Better For the Exit of Your Business
Risk Mitigation for Business Owners
Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans
Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies
Outsourced CFO Services – Why You Need Them
Understanding Tax Credit Strategies
Employee Retention Tax Credit
Advantages of Opportunity Zones and 1031s
Workers’ Compensation: Avoid Overpaying & Add Money to Your Bottom Line
6 Key Aspects of Business Advice
Disability Insurance - The Risks of Waiting
Charitable Gift Financing
The Legacy-IRA
Depreciating Commercial Real Estate The Smart Way
Premium Financed Life Insurance
The Art of Financing

Past Events

Premium Financed Life Insurance
Depreciating Commercial Real Estate The Smart Way
Optimize Wealth by Investing in Clean Energy Assets
Empower Your Clients with the Step Ladder Strategy: Maximize Tax Savings
Wednesday, October 2nd -
Benefits of Purchasing Bulk Minerals and Donating to Charity
Tax Efficient Investment Strategies: Maximizing Wealth Preservation Using Solar
Wednesday, September 4th -
AI & Bookkeeping – Exploring the Role of Artificial Intelligence in Modern Accounting
The Legacy-IRA
Reclaim Control Over Employee Healthcare Costs
Charitable Gift Financing
6 Key Aspects of Business Advice – Part 1
Disability Insurance - The Risks of Waiting
The Art of Financing
Wednesday, April 3rd -
Workers’ Compensation: Avoid Overpaying & Add Money to Your Bottom Line
Wednesday, March 6th -
Successful Business Owner Paying Too Much In Taxes
The Virtual Family Office Client Experience
Outsourced CFO Services – Why You Need Them
Wednesday, June 7, 2023 -
Happy Thanksgiving
Long Term Care Planning Done Right
Thursday, November 17, 2022 -
Happy Veterans Day
Happy Halloween!
Managing Healthcare Expenses in Retirement: What Baby Boomers Need to Know about Medicare
Thursday, September 22, 2022 -
Happy Labor Day
The Virtual Family Office Client Experience
4 Keys to Cutting College Costs: How to Avoid Overpaying
Thursday, August 18, 2022 -
Successful Business Owner Paying Too Much In Taxes
How Accountants Can Attract More Affluent Clients
Happy Independence Day
Happy Father's Day
6 Steps to Legacy Planning for the Generations
Thursday, June 16, 2022 -
Happy Memorial Day!
Savvy IRA Planning for Boomers: Strategies to Help Save You Taxes and Get More Out of Your IRA
Thursday, May 12, 2022 -
Happy Mother's Day
Premium Financed Life Insurance
Thursday, May 5, 2022 -
Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
Thursday, April 21, 2022 -
How Tax Planning Changes Through the 4 Stages of Retirement
Thursday, March 31, 2022 -
Happy St. Patrick's Day!
The Virtual Family Office Client Experience
Estate Planning in the Time of Coronavirus
Thursday, March 3, 2022 -
Happy President's Day!
Employee Retention Tax Credit
Tuesday, February 15, 2022 -
Happy Valentine's Day
How Accountants Can Attract More Affluent Clients