Burn the timesheet. How becoming an RIA can change everything.

  • CPA (US)
  • EA
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

CPAs are the world's most trusted advisors. Clients seek advice from the well outside the realm of tax compliance, accounting, and auditing. Given the profession’s long-standing regulatory framework, the Code of Professional Conduct is universally recognized for the qualities of integrity, objectivity, due care, competence, and enforceable guidance in the delivery of a high standard of services.

Many CPA firms have added financial planning or investment advisory services to the firm’s suite of offerings as such additional services are often a fairly natural extension of the core accounting practice. As per a report, 11% of RIA firms offer accounting services through an affiliated entity. This percentage has been on the rise over the years as more accounting firms recognize the business growth opportunities presented with the creation of an affiliated registered investment advisory firm.

In addition to increased revenue, many CPA firms also feel that the addition of an affiliated RIA firm has also allowed them to establish deeper relationships with existing clients and also be able to offer a more compelling comprehensive solution to prospective clients.

This CE/CPE course will teach you how serving your existing clients as a financial planner and investment advisor will increase your profit, diversify your business, balance your workload, create long-lasting and engaging relationships with your best clients, and improve your overall value.

Join this CE webinar to also understand how Registered Investment Advisor can enhance your tax practice!

Learning Objectives

  • To discuss how to run your tax practice more profitably with a more balanced workload. 
  • To explain why CPAs make the best Financial Planners and what clients are looking for. 
  • To gain insight into what is involved with Financial Planning and Investment Advisory engagements.
  • To explore what a Registered Investment Advisor (RIA) is and how it can enhance your tax practice. 
  • To inspect what a Turnkey Asset Management Platform is and how it can help you run your RIA.

Recommended For

  • This IRS-approved CE webinar is recommended for CPA professionals who want to understand how to run your tax practice more profitably with a more balanced workload.

Who Should Attend?

  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-01107-22-O)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

Shawn McCabe, MBA, CFP®

Director, CPAlliance

After serving ten years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007.  Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that time, he and his clients became an invaluable part of each other’s lives. They relied on him to get them through the worst markets in years. He learned more about life, trust, perseverance, and the undeniable need for clients to have genuine and executable plans.

As a Financial Advisor and the CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and profession are aligned. He gets to enrich and grow the CPAlliance™ program by helping CPAs become CPA financial planners and teach them how to help clients achieve or protect their financial independence. His ability to understand and breakdown the most complex problems, along with his broad professional experience, uniquely equips him to be the perfect coach, mentor, and trainer for the CPAlliance™ members, as well as, advise clients on how to achieve and protect their financial independence.

When he’s not helping CPAs and clients plan and execute, he can be found spending time endurance training (or binge watching the next great Netflix series) with his wife Amy, playing guitar, and singing worship tunes with Emma, watching Isabella make pyramids with her water ski team, or rooting Ethan on as he plays Lacrosse for his high school.

Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He earned a Certificate in Financial Planning from Florida State University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011. 

About Company

CPAlliance is a division of CPS Investment Advisors providing turn-key back room support for independent financial advisory firms nationwide.

We offer low-cost, tax efficient, pooled and separate account management, insurance solutions, trust services, retirement solutions, as well as trading, reporting and compliance.

We also provide our members with continuing education, marketing assistance, on-site visits, and an unparalleled toolbox using state of the art technologies.

As strategic partners to the financial advisory firms, we are dedicated to preserving and maintaining your relationships with your clients. We manage the back room, supporting your wealth management practice to take it to the next level.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

157 Ratings

Excellent

88

Very Good

58

Average

11

Poor

0

Terrible

0

RK

Ronald Kerr, CPA (US)

Jul 12th, 2022

Literally, this was the best presenter I've ever experienced on any CPE platform. His style, succinctness, command of subject matter, how he picked important sub-topics out for emphasis left me thoroughly educated on a topic, like never before.

MS

Melissa Stochl, CPA (US)

Jul 27th, 2022

Relevant to my situation as I passed my RIA last fall and haven't done much with it yet.

MB

Michele Borowczyk, Accountant

May 3rd, 2022

Should have been longer. Too much information to get through in an hour.

MR

Michael Ricozzi, CPA (US)

Jun 2nd, 2022

enjoyed the course, and exploring this avenue as an opportunity

MEM

Mary Ellen Morris, CPA (US)

May 3rd, 2022

Always love Shawn's presentations!

Burn the timesheet. How becoming an RIA can change everything.

FREE

1 Credit

Subject Area

Taxes

Upcoming Webinars

Current Assets and Asset Valuation
  • 4.3
  • (21)

Aug 12, 2022 | 09:30 AM EDT

Excel Accountant: Table Feature
  • 4.7
  • (69)

Aug 12, 2022 | 10:00 AM EDT

Auditing Crypto Assets & Liabilities
  • 4.1
  • (10)

Aug 12, 2022 | 10:00 AM EDT

Tax Updates Latest (Business & Payroll)
  • 4.3
  • (122)

Aug 12, 2022 | 10:00 AM EDT

Everything you need to know: QBI
  • 3.7
  • (3)

Aug 12, 2022 | 10:00 AM EDT

Form 941 Compliance - Latest
  • 4.0
  • (15)

Aug 12, 2022 | 10:00 AM EDT

Accounting Journals and Ledgers
  • 4.1
  • (7)

Aug 12, 2022 | 10:00 AM EDT

Interview Skills for Accountants
  • 4.6
  • (72)

Aug 12, 2022 | 10:00 AM EDT

Internal Controls for Businesses
  • 4.4
  • (108)

Aug 12, 2022 | 11:00 AM EDT

How to Put the Quality in Audit Reports
  • 4.6
  • (84)

Aug 12, 2022 | 11:30 AM EDT

We use cookies to make your experience on this website better