Elite Resource Team is Hosting Their Free Two-day Event, Elite Tax Planning Academy, on June 4-5th 2015 in San Diego, CA

The event will give financial advisors and CPA’s the opportunity to learn how to offer more proactive and holistic planning to their clients. The goal is to provide better results to their clients by working in collaboration with other professionals using a team based model, rather than a third-party referral relationship. Let us know if you would be interested in attending the event and speaking with the Elite Resource Team.

SAN DIEGO , CA / ACCESSWIRE / April 6, 2015 / On June 4-5th, 2015 Elite Resource Team will host the Elite Tax Planning Academy in downtown San Diego, CA at the Marriott Marquis. This free 2-day event (16 CPE credits) brings together some of the most forward-thinking professionals in the finance industry to teach financial advisors and CPAs how to work together, in collaboration with a team of specialists, to offer more proactive and comprehensive services to their clients. Each presenter is a specialist in their respective sections of the tax code. As Salim Omar, author of The Ultimate CPA Practice in the New Economy, said, “You’ve hit the nail on the head! This is a great opportunity for both financial advisors and CPAs and I look forward to working with you.”

Over the 2 days, advisors and CPAs will learn about advanced planning techniques as well as cutting-edge business building skills. Learn more at www.eliteCPAacademy.com.

Technical Learning Objectives Include:

– Tax Law Updates
– Qualified Retirement Plans
– Nonqualified Retirement Plans
– Social Security Planning
– Annuities
– Section 79 Plans
– Employee Stock Ownership Plans (ESOPs)
– Captive Insurance Companies
– Cost Segregation
– Business Valuation
– Long Term Care
– Business Exit Planning

Business Building Learning Objectives Include:

– Strategic Planning for Firm Growth
– Value Based Billing and Price Packaging
– Proactive Planning Conversations
– Technology Integration and Cloud Accounting

Elite Resource Team developed the CPA Team Based Model to help financial advisors and CPAs work together in a more holistic and proactive manner. In addition to their semi-annual Elite Tax Planning Academy, they also offer quarterly training events, as well as monthly educational webinars. The CPA Team Based Model has caught the attention of industry thought-leaders who believe the collaborative nature of the model leads to better results for clients. Ronald Baker, best-selling author of Firm of the Future, said, “I love what you’re doing! Keep up the great work.”

To learn more about the model and register for their upcoming event, visit www.eliteCPAacademy.com. 

Contact:

Anton Anderson
aanderson@elitert.com
(888)626-9672

SOURCE: Elite Resource Team

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