The Evolution of the Entrepreneurial Tax Pro

Thursday, May 26th
3-3:45 pm EST

Next April, Take the Weekends Off

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.

All Attendees Will Receive a Complimentary Tax Practice Conversion Report

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. 

If This Sounds Like YOU, You Cannot Afford To Miss This Webinar

  • You’re searching for a value-driven, not a commodity-driven business model.
  • You want to grow your business but you do not want to be a salesperson.
  • You seek diversified, streamlined and recurring revenues all year long.
  • You don’t believe “entrepreneurial tax pro” is the same as “jumbo shrimp.”
  • You want, at a minimum, to double your revenue from your clients and you seek to reduce the time spent with time-sucking, low-margin customers.

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.

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.

Making This Transition Takes Knowledge, Confidence and Marketing

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.

What’s on the Table for Your Clients and for You Is Truly Historic

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.

A Partnership Model That Solves the Productivity Problem

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.

In This Webinar You Will Learn

  • How the Family Office model can give your clients more security and more satisfaction.
  • How the same amount of time and energy can produce a multiple of revenues.
  • Why it’s been so difficult for tax pros to add wealth, risk and retirement advice to their offerings.
  • How getting started is faster, easier and far less expensive than you’ve thought.
  • How “mindshare” leads to wallet share.