The CPA industry is undergoing rapid transformations driven by technological advancements, regulatory changes inclusive of staffing, and shifting client expectations. Staying relevant and competitive demands an in-depth understanding of these trends and the ability to adapt swiftly.
In this cutting-edge webinar, Todd Steinberg, a seasoned professional with years of experience at the forefront of the industry, will guide you through the currents of change and arm you with the knowledge and strategies to navigate them with confidence AND greater profitability.
Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.
The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.
CPAacademy.org (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.nasbaregistry.org.
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