Fill out the form to watch the webinar. This webinar was recorded live on June 16th, 2022. You will be redirected to the webinar and receive an email with a direct link to the webinar.
For most tax pros April is the cruelest month–but it doesn’t have to be. The forward-looking tax professional has the opportunity of a lifetime.
Learn how a turnkey Multi-Family Office charter can transition your business from the “fees and forms” transactional model to a more profound, value-driven relationship at the intersection of your client’s entire financial world. Multiply your revenue and business valuation by guiding your clients to a secure future based on the fiduciary standard.
Attendees will receive a complimentary Tax Practice Conversion Report, an analysis of the revenue potential in your existing book of business. Based on decades of experience working with tax pros, and hundreds of members of the Tax Master Network, this report can be a key decision input for you as you plan the future of your practice.
The ethical CPA or EA often works harder than other financial professionals, and virtually always acts in the client’s best interest, yet typically claims less than 10% of the client’s total spend on financial services. This is wrong in so many ways.
Isn’t it ironic that the wealth managers you refer your clients to often don’t even provide tax-efficient financial solutions? If your clients struggle and fail due to conflicted and siloed advice, isn’t it time you changed all that? Learn how in this must-see webinar.
Until now, these have all been barriers blocking your growth. In this webinar you will learn how to gain the confidence so essential to success–confidence born of the knowledge that you are offering superior value to your clients. And you will discover how a communications program based in client education can transform your role in your clients’ lives.
Until now, these have all been barriers blocking your growth. In this webinar you will learn how to gain the confidence so essential to success–confidence born of the knowledge that you are offering superior value to your clients. And you will discover how a communications program based in client education can transform your role in your clients’ lives.
Any business based on billable hours will always have a maximum upside. But a business built on a radical new division of labor can be so much more productive–and valuable. Learn how our Done-For-You partnership can help you maximize your contributions as a tax pro while giving your clients access to wealth and risk management services based on their unique situation and focused on their best interests.
Fill out the form to watch the webinar. This webinar was recorded live on May 26th, 2022. You will be redirected to the webinar and will also receive an email with a direct link to the webinar.
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