CPA - medium firm
CPA - large firm
Other
According to CPA Trendlines, 36% of affluent business owners are ready to make a switch to a new CPA this year. They want a "better CPA Experience" – which over 95% of CPA firms are simply not delivering, because nobody has shown them how simple it is. Instead, they are too focused on "busy work" that generates little revenue – essentially wasting their time and missing the opportunity to retain & attract all of those high revenue affluent business owner clients.
This course will illuminate you as to what today’s 7+ figure tax clients are looking for from their most trusted advisor, and exactly how CPAs are perfectly positioned to deliver this experience. CPAs do not need to work harder or longer, but in order to get there.
This course will teach you how the most uniquely attractive CPAs in the country are operating today and tackling challenges (complicated tax problems as well as other complex issues facing affluent business owners) effortlessly by using a superior, systematic approach – enabling them to make a lot more money, from fewer clients in a lot less time in the office.
You'll further learn how to attract and retain the affluent business owners and wealthy families who are looking for a superior CPA experience while creating more time for what's most important in your business and in your life.
Finally, this webinar will address how to access the most powerful network of specialists and resources for elite CPAs using a revolutionary system that eliminates third party referral risk.
In the last 5 minutes of this Webinar you will find out what it takes to be invited to a private, invitation-only event for elite CPAs – called the Advanced Tax Planning Institute (ATPI), where leading CPAs get a chance to meet and learn from the most forward thinking specialists, tax attorneys, and leading resources who support the top CPA firms and family offices in the country.
Alex Sonkin
Due Diligence Project
Founder, Due Diligence Project™ & Virtual Family Office Hub™
asonkin@vfohub.com
(858) 381-0795
Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.
Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).
Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.
They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.