CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
the efficacy and application of 30 common trusts
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
introduction to financial & estate planning for iras
how to accurately prepare the 709 gift tax return
passive activity loss limitations: working with the complex pal rules & real estate tax issues.
pooled income funds: the best kept secret in planning from the shallow end to the deep end
not your grandma’s crt: using charitable planning tools to solve business problems
estate tax planning for a lower estate tax exemption
qualified business income deduction - everything you need to know
ethics: 7 questions you must ask of every job candidate
ethics: the grateful accounting / tax professional
in-depth review of u.s. - ca tax treaty - a primer
aicpa code of conduct in the real world
best workshop on partnership & llc (form 1065) tax return review & case study (new)
We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Advisor, The Client Driven Practice
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisers on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.
Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.
Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today.
Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.
The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing and their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.