Upcoming Seminars & Workshops

Space is limited … Register Early

Tax Planning

Speakers: Jonathan D. Adams, CPA and Kevin May, Attorney

Date: 12/7/2023

Time: 8 AM Registration; 8:30 AM – 10 AM Roundtable Discussion

Location: Raleigh Country Club – 400 Donald Ross Drive in Raleigh


  • Entity Selection – C Corp, S Corp, Partnership
  • The Importance of Good Bookkeeping & Records
  • Estates & Trusts
  • Tax Planning
  • Real Estate
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Upcoming Events

We strive to host monthly roundtables on topics of interest to business owners utilizing outside experts. Roundtables are typically held on the 2nd or 3rd Thursday of the month, but dates/times may vary depending on outside expert availability. The following are known, upcoming events – but others are often in the works. If there is a topic that interests you, please let us know. If you would like to be notified of future events, please send us an email with that request. Events@Jones-Insurance.com

  • Thursday, March 21st at 8am-10am: Topic – Mental Wellness and Substance Abuse in the Workplace

Suggestions Welcome!

Do you have a topic that you think we should add?

Email Us

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