Course Details

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Course Description

Accounting and tax pros act as financial advisors to many of their clients. Having right economic insights equips you with the right knowledge to help your clients take advantage and be more valuable advisor. We will provide participants a broad overview of the demographic structure of the US and how it will impact the economy over the next 20 years. The Baby Boomers drove the 1980's and 1990's and the US expanded rapidly. As Generation Y takes over the reins of the economy, the 2020's and 2030's are also set to be surprisingly positive. As financial leaders to their clients – accountants and tax pros need to be both aware of this rapidly unfolding theme and be prepared t help their clients take advantage of the coming rapid shifts in the business landscape.

Why You Should Attend ?

What’s the difference between good advisors and great ones? The great advisors take that one extra step that keeps them well ahead of the rest. If you’re an accountant or a tax pro, this webinar will equip you with the current state of economy, what’s happened in the past and what holds for the future.

Learning objectives

  • Build better opportunities with sound economic insights
  • Learn client leadership elements
  • Formulate business modeling and risk analysis for clients
  • Differentiating insights for firm revenue expansion

About Presenter

Kaleb McCarty, Bachelors in Business & Finance

Managing Partner, Truvestments Capital LLC

[email protected]

Kaleb is a Managing Director and has been a professional in the insurance and financial services industry for over 20 years. He graduated from the University of Florida with a degree in Finance. During his successful career, he has built a strong network of relationships throughout the industry. Kaleb has a passion for helping lead clients to their goals and dreams. He has been featured in Forbes, Huffington Post, US New & World Report, NBC, ABC and locally on SNN.

Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions. We have found that what happens next is far more important to your financial success than what may be happening now. Truvestments Asset Management division partners with select advisors as a Third Party Asset Manager and Business Development Partner. We offer carefully constructed model portfolios based on our proprietary Demogronomics research. The underlying current of any economic power is driven by people. Remember, people make markets. By creating portfolios built around the demands of people moving through the economy instead of how Wall Street has historically acted, we believe that investors can be better positioned for what is likely to achieve better results. In addition, we offer our advisor partners powerful tools to share this message with their clients and prospective clients. From introductory videos to an impressive 30 minute documentary that can be utilized for educational workshops and drive AUM. Sometimes the advisor’s job is to stand between you and your emotions – helping you stay on track. We provide clients with what we feel are better perspectives, in order to help see the paradigm shift setting up to drive our economy in the decades ahead. We provide family office type services helping you coordinate your financial planning, your tax needs, your investment positioning and your estate plan. Above all else, seeing our clients succeed is our primary focus.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.4
(67)
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TK
THOMAS KIELY
Learning is a continues evolution process. What a wonderful webinar it was. All CPA's should view this webinar and learn how people can make markets
LAB
LEE ANN BAILEY
I believe it is a helpful learning and worth the time. It was really interesting.
KR
Kerry Robbins , CPA
Excellent and thought provoking. Great course, thank you :)
TP
Tatiana Pogor , CPA
The flow of the presentation was smooth. This webinar helped me in expanding my vision for helping my clients in the evolving business landscape. Appreciated.
HT
helen tinnerman , CPA
Thank you for the webinar. I am impressed with the knowledge of the Kaleb, Also, the presentation was top notch with handy handout material.

NASBA Approved

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.

upcoming Live CPE Webinars

Building a Framework for Regulatory Ethics
Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
Characteristics of Management involved in Financial Reporting Fraud
Friday, February 21, 2020 | 01:00 PM EST View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2019 Tax Season
Friday, February 21, 2020 | 02:30 PM EST View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Finance
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) CPA in Business Entrepreneurial CPA Accounting Practice Owners
  • Handout Material Download

upcoming Live CPE Webinars

Building a Framework for Regulatory Ethics
Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
Characteristics of Management involved in Financial Reporting Fraud
Friday, February 21, 2020 | 01:00 PM EST View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2019 Tax Season
Friday, February 21, 2020 | 02:30 PM EST View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register