Discover the keys to building a sustainable and competitive practice with ample growth opportunities while providing clients with rewarding financial solutions. Join an engaging session with Brian L. Sohn, a seasoned CPA and financial planner, and Kevin O'Connor, Director of Business Development at Avantax, as they share insights on transforming your practice using a turnkey model of wealth management services.
Brian and Kevin delve into how you can transition from a labor-intensive tax and accounting practice to a thriving business with satisfied clients and a better work-life balance. Gain valuable perspectives on the importance of expanding service offerings, leveraging year-round passive income, and overcoming apprehensions about offering financial planning guidance.
Join Brian and Kevin for an interactive Q&A session where they address queries from attendees. Plus, earn one CPE credit for your participation.
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
The Avantax® family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
