A Revenue Stream to Transform Your Tax Practice

Boost Your Bottom Line

Published January 25, 2019, 12:10 p.m. EST

Updated January 20, 2021, 6:32 a.m. EST

1 Min Read

Investment services can create a new revenue stream, enhance a tax provider’s positioning in the marketplace and help fulfill a growing demand for an affluent client base. Accounting Today and Cetera® Financial Specialists examine why adding investment services can be effective and how to make it happen.

NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent 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 the 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.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.