CPA and Tax Professional Boot-Camp in San Antonio, Texas

SAN ANTONIO — Certified Public Accountant to present at CPA and Tax Professional Boot Camp 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.

William Peterman, CPA, CFP, RFC will present on the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time, alongside Nick Hodges, CPA/PFS, MBA, CFP, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, Christopher J. Passero, CPA, MA 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 closing financial services on the first meeting with tax clients.

Peterman has been a CPA for 30 years. Peterman earned a Bachelors of Science Degree in Accountancy from Western Illinois University in 1980. Peterman earned many industry designations including: Certified Public Accountant, Certified Financial Planner and Registered Financial Consultant. Peterman holds FINRA Series 7, 24 & 66 licenses. He also holds a Life, Heath and Annuity licenses in the state of Illinois and other states.

For the past 20 years, Mr. Peterman has been helping individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning.

Bill became interested in Wealth Management and Financial Planning when he started his CPA practice in 1998 after 15 years in the Banking industry. His goal was to provide comprehensive financial planning services alongside his CPA services, giving clients a “one stop shop” to all their financial services needs. Through his affiliation with Money Concepts he is able to help individuals and business owners, in a comprehensive way, by becoming their complete wealth manager.

“The process of working directly with clients and small business owners is a great passion of mine,” Peterman said.  

What attracted me to Money Concepts was being able to have the opportunity to serve my clients with a broad range of financial products that are nonproprietary and the opportunity to own and operate my own business and build a financial planning practice with multiple locations.

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.