CPA Academy

Overview
Dominate your local market and eliminate the competition by becoming the Go-To Expert on IRAs and retirement tax reduction strategies.

Hosted by America’s Tax Solutions™, this three day program will teach you how to become the local expert in your community. As your clients’ most trusted advisor, you need to understand the retirement system in America and the role that retirement distribution planning plays in their lives.

This unparalleled invitation-only program will provide you with the necessary tools, resources and training to effectively meet the complex needs and demands of your clients in the areas of asset management, retirement distribution planning and wealth protection.

 

KEY POINTS

  • Increase Revenue by Incorporating Wealth Management Services Into Your Existing Practice
  • Discover Little Known Facts About Tax-Advantaged Retirement Strategies
  • Powerful Marketing Concepts That Capture the Largest IRA Accounts in Your Area
  • Becoming the Go-To Expert In Your Community
  • How to Help Clients Plan for a Life Legacy
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