Transition from an hours-intensive tax and accounting practice to a lucrative business.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Hello Voornaam, Are you looking for ways to build a sustainable practice that has better growth opportunities, is more competitive and offers a rewarding way to help clients improve their financial picture? Join an interactive session with Bob Carey, a successful CPA and financial planner, as he discusses how he transformed his practice with wealth management services. Carey provides an in-depth look at his company’s transition from an hours-intensive tax and accounting practice to a lucrative business with happy clients and plenty of time outside the office. Listen as he discusses the competitive necessity of expanding your services, the power of year-round passive income and how to conquer your fears about offering investment advice. Both Bob and Todd Mackay, President of Avantax, will answer questions during Q&A and one CPE credit will be granted to each attendee. Learning Objectives:
Recognize how to set your practice up to offer holistic financial services Identify how to Increase client retention and strengthen long-term relationships |
| | Todd Mackay | President
Avantax | | (Speaker) |
| | | Bob Carey, CPA | Wealth Advisor
Carey & Hanna | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | Todd Mackay | President
Avantax | | (Speaker) |
| | | Bob Carey, CPA | Wealth Advisor
Carey & Hanna | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent 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 the 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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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent 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 the 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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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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