Lunch & Learn for CPAs and EAs

​The focus of this lunch & learn is to help CPAs and EAs grow their business in 2026 by adding cost segregation studies to their list of services. Chris Ostler, the founder of Veritax will present on the implications of the OBBB and how you can leverage it to benefit your clients.

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Michael O’Day is a real estate advisor that specializes in helping high income earners repurpose their tax dollars towards down payments on investment property. Allowing them to replace their earned income with passive income over a 10-15 year time horizon to achieve true financial freedom.

​A. Chris Ostler is a highly accomplished leader in the field of accounting and specialty tax services. As the Founder and CEO of Veritax Advises, he leverages his extensive experience and expertise to drive innovative solutions for our clients.

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Dave Clark is a Senior Account Executive at Veritax Advisors, bringing over a decade of experience in the tax and accounting industry. With a strong emphasis on tax planning and strategies, Dave is dedicated to helping clients optimize their tax savings and navigate complex financial landscapes.