Content Provider
21stcentury

Blankbox
Self-Study CPE
STREAMLINED WORKFLOW & BEST PRACTICES FOR VIRTUAL BOOKKEEPERS
View Details/Register
SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
View Details/Register
EXPERIENCE IS EVERYTHING! WHY CLIENT EXPERIENCE IS KEY TO GETTING MORE CLIENTS
View Details/Register
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
View Details/Register
ESTATE PLANNING ESSENTIALS: AVOIDING COSTLY MISTAKES
View Details/Register
THE CURE FOR HOLIDAY E-COMMERCE CHAOS
View Details/Register
GET TO KNOW SMARTVAULT FOR TAX PREP: DEMO
View Details/Register
TSHEETS PRO CERTIFICATION
View Details/Register
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
View Details/Register
GET TO KNOW SMARTVAULT FOR ACCOUNTING SERVICES: DEMO
View Details/Register
Distinguishyourself_21stcentury

HOW TO DISTINGUISH YOURSELF IN THE MARKETPLACE AND INCREASE YOUR BOTTOM LINE

Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Other 
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.

Testimonials

"Great learning experience"

"I thought the webinar was very interesting and the presenters were excellent."

21stcentury Linkedin

Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry to the 21st Century Tax Pros team. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax practice.

Todd is sought after speaker at regional and national conferences as a thought leader in the accounting industry. Todd is passionate about sharing his experience with accountants and financial advisors in an effort to help them develop strong strategic partnerships.

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

NASBA Approved

CPAwebengage, Inc. (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: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211