The Evolution of the Entrepreneurial Tax Pro

Thursday, January 27
3-3:45 p.m. EST

The “Fee and Form” business–Compliance, Prep, Bookkeeping and Payroll–is in a race to the bottom. But 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 fee and form 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.

This presentation is free for all who want to join. Registration includes access to the live webinar and on-demand access to the replay. Register now, availability is limited.

evolved tax pro

If this sounds like YOU, you cannot afford to miss this webinar

The ethical CPA or EA often works harder than other financial professionals, and virtually always acts in the client’s best interest, yet 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

America’s wealthiest people are also its most successful investors, and that’s neither a coincidence nor a secret: it’s because they work with family offices. Financial Gravity has built a company and a process to help you give your clients the same essential benefits enjoyed by the wealthiest Americans: lower costs, more tax efficiency in all aspects of their financial lives, superior diversification and an empathic and sustainable approach to risks. 

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

Meet your presenters

Dave O'Rourke

Dave O'Rourke

Dave O'Rourke is the president of Fincancial Gravity Asset Management and one of the principal driving forces behind Financial Gravity’s mission to accelerate the transformation of tax professionals into family office directors.

Dave is also Financial Gravity’s defacto Communicator in Chief, and Chief Evangelical Officer. Dave brings his special written and verbal communication skills to the creation of a wide scope of educational and motivational collateral for the Financial Gravity family of companies, including videos, webinars, newsletters, marketing campaigns and professional mentoring.

Ed Lyon, J.D.

Ed Lyon, J.D.

Ed Lyon is the founder and CEO of the Tax Master Network (previously TaxCoach Software) and currently serves as Chief Tax Strategist for Financial Gravity companies and Presidential Wealth Management.

Ed is the author of nearly a dozen books on taxes and tax planning. . He’s the creator of the Certified Tax Master® program and the Green Light Academy. He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, CNBC, and even The Roseanne Barr Show, which dubbed him “the funniest tax guy in America.”

The Evolution of the Entrepreneurial Tax Pro

Thursday, January 27
3-3:45 p.m. EST

This Presentation Is Free for All Who Want to Join

 Registration includes access to the live webinar and on-demand access to the replay. Register now, availability is limited.

Register for Webinar