Advanced Tax Strategies Made Simple

Schedule Your In-Person Seminar

Designed for CPAs, The Most Trusted Business Advisor

IN-PERSON SEMINARS

CPAs are often expected to know more and more about retirement planning, income tax mitigation, estate planning, employee retention, risk assessment, asset protection ideas. qualified plan distributions, and business succession ideas. Often, some CPA’s are not necessarily equipped to address these and if not, they often refer clients to third party industry specialists. Unfortunately, referring clients could create issues affecting their client relationship due to poor third-party experiences.

Our CPA Look Analysis provides CPAs with the ability to expand their expertise in all these areas, providing their clients with additional tax and cost savings, and staying their client’s most trusted advisor!

Our CE courses not only discuss many of these strategies, they also provide you with a better understanding of the CPA Look Analysis, how to get started utilizing our analysis with your clients, and on your way to increase your firm value!

Sample of Course Learning Topics

  • Tax Savings
  • Cost Savings
  • Leveraging Capital
  • Risk Reduction
  • Asset Protection
  • Tax-free Income Strategies
  • Premium Financing
  • Estate Planning
  • Proactive vs Reactive Strategies
  • CPA Firm Business Building Skills
  • Various Tax Updates
  • Industry Changes
  • Qualified Retirement Plans
  • Non-qualified Retirement Plans
  • Social Security Planning
  • Annuities
  • Section 79 Plans
  • Strategic Planning for Firm Growth
  • Captive Insurance Companies
  • Cost Segregation
  • Business Valuation
  • Long Term Care
  • Business Exit Planning
  • ESOPS

IN-PERSON SEMINAR POLICIES:

WALK-IN ATTENDEES

Registrations will be accepted at the door. Every attempt will be made to have sufficient handouts on hand, but we will first distribute materials to those who are pre-registered for the seminar.

WEATHER POLICY

We are not able to reschedule seminars. We will make every attempt to hold each seminar regardless of weather conditions.

CANCELLATION

We understand that things come up and that your schedule may change. We recommend that you cancel via email when possible. Cancellations must be made 2 days prior to the seminar in order to receive a refund.  A $25 cancellation fee will be deducted from the refund.

MISSED SEMINAR WITHOUT PRIOR CANCELLATION

We apologize, but we are unable to provide refunds.  However, we will provide our course materials upon a written request or provide you with access to attend the same or similar class via webinar.

IN-PERSON ATTENDANCE CE PROCEDURE

Attendees are required to sign-in and out on the CE Roster with your License #.  Seminar attendees will receive a certificate of completion at the end of the seminar or upon leaving.  In which case certificates of completion are not available, we will provide your certificate of completion via email within 10 business days.

REPLACEMENT OF LOST CERTIFICATE

If a replacement certificate is needed, there will be a replacement fee of $15.  You can request your replacement certificate and pay this via through our website on the registration page.  During the payment process, please provide in the appropriate fields the attendee name you registered as, which course you attended, date of course partipated in.  Once the request and fee are received, we will attempt to locate participants certificate e-mail a new certificate.

If we are unable to locate the certificate or verify that the participation and policies were not completed, we will e-mail a notice of that fact. The replacement fee is non-refundable.

PRIVACY POLICY

When attending online or in-person CPA to CPA seminars, we collect basic information provided by you at the time of registering. Our purpose of obtaining that information is for the purpose of communicating details or changes that could arise or that will make your experience the best it can be.  We will not sell or trade any of that information to third parties without your consent.

We retain a prior registrants lists for the purpose of contacting prior registrants, analyze seminar attendees based on demographics or other criteria, and to make decisions for our future activities.

Any changes to this policy will be communicated here at least ten days before they would take effect. Information collected before changes are made will be handled according to the existing privacy policy at the time of your registration.

If you have any questions about our privacy policy or our Web site’s practices in general, please contact us.