America’s Tax Solutions™

OVERVIEW
Helping CPA firms build a profitable wealth management business. Our mission is to equip our CPA affiliates with the necessary tools, resources, and training to effectively meet the complex needs and demands of their clients in the areas of asset management, retirement distribution planning, and wealth protection.

KEY POINTS

  • Proprietary software program built to strategically analyze tax data to uncover wealth management planning needs and opportunities.
  • Alliance program that enables you to leverage the time and talent of an experienced independent financial professional to build and grow your wealth management business.
  • Unique focus on retirement distribution and wealth protection planning.
  • Practice management consultation to assist the CPA firm in building a wealth management business with transferable enterprise value.
  • On-going focused education and training to promote wealth management services in a CPA firm

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