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.
Christropher J. Passero, CPA, MA, will present on “closing financial services on the first meeting with tax clients” alongside Nick Hodges, CPA/PFS, MBA, CFP, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, Alan Lockhart, CEO and William Peterman, CPA, CFP, RFC.
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.
Passero is the President of Passero Adams, Inc. and the Regional Vice President of Money Concepts. He is one of Money Concepts' top financial planners and is recognized for the outstanding client services he provides to his clients. He graduated from West Virginia University with a Masters in Professional Accountancy. To further his qualifications, he received his Certified Public Accountant designation from the West Virginia Board of Accountancy in 1987.
Passero Adams Inc. takes personal interest in each of their clients and works hard to develop strategies. As a company that encompasses clients in 30 states, 90% of contacts are held in person. Passero Adams Inc's primary advisor is a CPA and an investment advisor. Passero Adams Inc's compassion is to provide absolutely the finest products and services combined with flexibility to make recommendations that are in the client’s best interest.
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.