CPA Connection

  The CPA Connection, focuses on providing education to CPA’s on various tax reduction strategies that many CPA’s may not be using for their clients. Through the CPA Connection you will have access to specialized training and the opportunity to earn Continuing Education Credits. We have contracted with a Third Party Administrator, in conjunction with the tax attorney who worked on the final draft of ERISA, to create a team of professionals who can help train you on the application and implementation of various tax advantaged programs for your clients. 

As a tax advisor, it is your commitment to keep clients advised of the most tax-efficient ways to accumulate, distribute and transfer wealth. As tax laws change, you want to be sure that you are utilizing the most current tax-advantaged strategies available to your clients. This will include strategies that can increase profits retained by owners, custom-designed tax-efficient strategies for business transition planning, asset preservation tools and estate planning techniques.

For additional information regarding how the CPA Connection can help enhance your accounting practice, please contact us as follows:
 
Kathleen Dutton
CPA Connection Business Development Specialist
949-453-7660 ext. 204
 
ADDTIONAL INFORMATION

Get the Competitive Advantage for Your Practice

Tax Advantaged Retirement

IRC Section 79 and Your Business Owner Clients

What Other CPA's Are Saying About IRC Section 79

 

 

 

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.