Program Description: Delve into the future of tax and accounting services with our recently completed CPE course featuring expert speakers Anton Anderson and Lee Reams II. This insightful webinar revolves around the integration of family office services into your practice, unlocking a myriad of opportunities for growth and client satisfaction.
Here's a glimpse of what you'll learn:
1. Holistic Client Engagement: Explore strategies for providing holistic and proactive services to your clients, ensuring a comprehensive approach that goes beyond traditional tax and accounting offerings.
2. Implementation of Expert Solutions: Gain practical insights into implementing expert solutions tailored to discovered client needs, empowering you to address challenges with precision and efficiency.
3. Virtual Family Office Customization: Discover the flexibility of tailoring your online Virtual Family Office to suit your specific needs. Learn how it can seamlessly support your local Proactive Planning Team, making your practice more efficient and responsive.
4. Accredited Global Expertise: Explore the five key areas covered by our Virtual Family Office, featuring accredited global experts in Advanced Tax Planning, Risk Mitigation, Advanced Wealth Planning, Legal Services, and Business Advisory Services.
Benefits of attending:
- Revenue Generation: Learn how the Virtual Family Office can not only solve client problems but also create new revenue streams, enhancing the financial health of your practice.
- Enhanced Resources: Instantly "look bigger" and access a deeper pool of resources without incurring additional employment costs, positioning your practice as a formidable player in the industry.
- Proactive and Value-Added Services: Equip yourself and your best clients with the expertise needed to confidently offer proactive and value-added services, fostering stronger client relationships.
Why watch our webinar:
- Expert Guidance: Anton Anderson and Lee Reams II, industry leaders, share their expertise, guiding you through the integration of family office services and positioning you as a leader in the evolving landscape of tax and accounting practice.
Don't miss this opportunity to transform your practice and elevate your services. Watch the webinar now to stay ahead in the dynamic world of tax and accounting.
Accreditation: NASBA-QAS CPAs Only
Field of Study: Business Management & Organization
CPE Hours: Business Management & Organization = 1 CPE Credit / Total = 1 CPE Credit
Publication Date: 1/16/2024
Instructional Delivery Method: Group Internet-Based
Program Level: Basic
Advanced Preparation: No Advanced Preparation Required
Anton J. Anderson
During the day, Anton J. Anderson serves as the CEO at Elite Resource Team, where Financial Advisors are guided in mastering a proven and efficient system that enables them to differentiate themselves meaningfully by collaborating with CPAs.
Fueled by a lifelong passion for entrepreneurship, Anton has elevated his expertise and innate ability to build relationships and train others. As a Consultant and Speaker, he has taken his thought leadership to new heights, aiming to assist business owners and high performers in maximizing their potential and achieving exceptional results through a 10X approach!
Beyond his professional endeavors, Anton is a devoted father and husband, a competitive surfer, an enthusiastic public speaker, and actively involved in various charitable organizations.
Lee Reams II
Meet Lee Reams II, the dynamic force driving CountingWorks PRO as its Founder & CEO. Actively engaged in product development, marketing, and website development, Lee takes pride in crafting first-class solutions by attentively listening to clients' needs. Known for monitoring his iPhone round the clock, he ensures prompt responses to client requirements.
Beyond his tech-savvy pursuits, Lee has shared his expertise in marketing and growth concepts with tens of thousands of tax and accounting professionals. Outside the realm of entrepreneurship, he cherishes moments spent with his wife, Allison, and daughter, Whitney. An avid hiker, mountain biker, and Sierra backcountry explorer, Lee finds joy in both his professional and adventurous pursuits.
Webcast Instructions and Course Material:
Before you begin your webcast, you will want to download the webcast text located in the module below titled "Additional Reference". You will need the PDF to follow along with the page numbers referenced during the webcast.
Refund Policy: Refunds will be granted only if requested at least ten days before the webinar begins; 10% of the fee will be withheld from all refunds. Cancellations within 10 business days of the conference date can only be credited to your account for a future webinar date. No exceptions. Sorry, no recordings are permitted. For more information regarding administrative policies such as complaints and refunds, please contact our offices at 1-800-384-1101. We reserve the right to change or alter dates and schedules.
Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CountingWorks, Inc is an approved provider for IRS, NASBA QAS and CTEC, providing continuing education for CPAs, EAs, IRS, CRTPs.