CPA ADVANTAGE FINANCIAL SERVICES PROGRAM FOR TAX PROFESSIONALS
Cayman Capital is privileged to provide information and a referral to the CPA Advantage Program. A specialized program that has been established for over 35 years and has a Bi-Annual 2-3 Day Symposium for CPA’s every year. The program is usually held in Las Vegas at a resort hotel. Attending the Seminar provides CPE credits for CPA’s. Please contact me for a brochure. This is a by invitation only event.
Working with very effective additional tax mitigating products and services that will complement your practice as a “Compliance CPA,” you will broaden the scope of services offered, and that will make you more valued to clients as a business and personal advisor. Clients will learn about supplementary advanced planning tax strategies that you yourself when indicated, can now recommend for the qualified client.
Be informed from a new perspective of how to help clients with advanced choices for tax planning, and thereby being viewed primarily as my “CPA Consultant,” by your individual and business clients.” Providing pertinent more comprehensive solutions for individual clients and business clients will move your practice to the next level.
The 2-3 day program highlights broadening the scope of your CPA practice, to offer clients the choice of new ways to increase their personal and business income with less taxation. This added value to your CPA practice will bring more successful and wealthier clients to your practice because you offer more than your competition.
This symposium is also directed to preserving quality of life for professionals that are clients with emerging wealth (ie. legal, high tech, medical). The knowledge presented at this symposium will be especially advantageous for small and medium size companies.
The last 2021 program had hundreds of CPA’s in attendance. Participants will hear from both CPA and financial service industry leaders and other high caliber speakers on topics ranging from taxation of products, tax planning opportunities for business clients and a marketing plan that can improve and redefine your client base. “It’s important that CPA’s remain the trusted advisors and preferred providers of financial and advisory services to consumers everywhere.” *
*Denise Froemming, CalCPA President & CEO, California CPA December 2021 Issue
Increasing the level of relevant services that offer tax benefits to your clients, will also increase the level of profitability for your firm. Remaining profitable includes expanding your tax business to continually develop new sources of income to grow your practice, and includes expanding options for tax planning strategies.
The potential beneficial financial impact from the education and perspectives revealed during this Symposium to you as a trusted advisor, will definitely generate more referrals to your CPA practice from grateful clients. Click on the link to see why many CPA firms lose small and medium size business owner clients and high net worth clients. https://cpa-video/ Contact me personally for more information. Dr. Dennis Noss, MSc. EA