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Self-Study CPE
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Distinguishyourself 21stcentury


Cost Free   CPE Credits 1.5 hours   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Course Description

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.

Learning Objectives

  • Understanding the Financial Services Landscape: Affiliation Models.

  • Case Study: Collaborative Approach Towards Tax, Estate, and Financial Planning Services Evaluating Options to Incorporate Financial Planning Services

  • Disconnect Between the Accounting and Financial Services Industry.

  • Keys To Successfully Integrating Your Tax Advice with Financial Planning Advice.

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

We are founded by one the country’s leading “Barrons Top 100” Independent Financial Advisors who specializes in creating Financial Planning Services for small, medium, and large Tax & Accounting Firms. 21st Century Tax Pros offers an upfront paid training program for Tax & Accounting Professionals that are interested in partnering with a local fee-based comprehensive Financial Advisor to ensure that their clients are on track to accomplish their financial goals. Our exclusive “CPA-Advisor Match” program allows our Tax & Accounting Professionals to choose the most suitable Financial Professional via our guided interview process. Local Financial Advisors are selected from our national network of trained, experienced, and comprehensive financial professionals. The Tax/Accounting industry is constantly changing. Clients are demanding more service and value for less. It is no secret that clients view you, their tax & accounting professional as being their most trusted, knowledgeable advisor. As your clients most trusted advisor it no longer makes sense to continue to allow your clients to be potentially harmed by no advice, bad advice, high fees, or unresponsive Financial “Professionals” who may not have their best interest at heart.