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November 15, 2017 and December 5, 2017: 1 -- 2:15pm ET
Financial Planning for Tax Professionals - Do It Yourself or Partner with a Financial Advisor |
 According the AICPA, it is estimated over the next 10 years over 6,600 CPAs and Tax Professionals will be adding Financial Planning Services into their tax practice as an additional service for their clients.CPAs/Tax Professionals have three choices to consider: 1. Not offer (and let the competition distinguish themselves.) 2. Become the Financial Advisor (and spend time, effort, and money learning a completely new profession.) 3. Bring in an outside professional (and oversee the advice being given to clients). This informative webinar will educate CPAs/Tax Professionals on how to successfully offer Financial Planning Services in concert with Tax Services, utilizing a systematic, proven approach. This allows a firm to offer a better overall advice package leading to better outcomes for clients, while providing market differentiation in an increasingly competitive industry, and much needed revenue to the bottom line of the accounting firm. Presenter, Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting services. The scope of Todd's experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, NCI program sales, integrating financial planning and payroll services into accounting practices, providing sales and marketing support to NCI's 5,000+ clients, hiring and training of marketing personnel for accounting firms nationwide and speaking at regional and national conferences as an authority on marketing accounting services. He Is the Seminar Director at NCI's Practice Development Seminar and Director of NCI's Practice Development Coaching program. He is also responsible for leading NCI's accounting practice sales division and has been personally involved in the sale of over 125 firms nationwide. Todd is Series 7, 66, Life, Accident & Health Licensed. |
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Who Should Attend
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Learning Objectives
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| CPAs
Enrolled Agents Tax Professionals |
Learn about the disconnect between the accounting and financial services industries. A Case Study: Collaborative Approach Towards Tax, Estate, and Financial Planning Services Evaluating Options to Incorporate Financial Planning Services Discover the keys to successfully integrating your tax advice with financial planning advice. . Understanding the financial services landscape: affiliation models. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1.5 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
Professional: FREE Nov. 15
Dec. 5 Premium/Non-Member: $99 Nov. 15 Dec. 5 |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |