SAN ANTONIO —Certified Public Accountant and Tax Professional Boot Camp to be held Sept. 6 -7 at the Hilton San Antonio Airport Hotel.
Money Concepts International announces the new Transition Entry Program for CPAs and tax professionals. The program can save the tax professional $7,000 in fees and licensing expenses. The Business Transition Plan can provide them the opportunity to make financial planning and wealth management a service to their tax clients.
Speakers include Nick Hodges, CPA/PFS, MBA, CFP, CRFA, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, Christopher J. Passero, CPA, MA, William Peterman, CPA, CFP, RFC and Alan Lockhart, CEO.
Topics to be covered include providing more efficient methods to add financial services and maintain the principles of tax practices and implementing the tax-financial services practice for profit, tax-diversification is almost non-existent for the majority of tax clients, using warm-based marketing questions to schedule financial planning meetings with tax clients and the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time.
There are three models or turn-key business plans for the tax professionals and CPAs. In addition to covering all three models, the speakers will disclose the three types of industry models for running a successful practice.
Money Concepts wealth management and planning centers have a long tradition of helping clients build, manage, and protect their wealth through financial planning and investment advisory services. Money Concepts International has been successfully servicing independent financial professionals for over 30 years. Tax professionals may visit www.MoneyConceptsTexas.com for more information.