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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Reviewed
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!
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
294 Ratings
Excellent
171
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100
Average
20
Poor
1
Terrible
2
RK
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
Jul 27th, 2022
Relevant to my situation as I passed my RIA last fall and haven't done much with it yet.
MP
Aug 2nd, 2023
Great info and I appreciated the presenter's candor and willingness to help!
MB
May 3rd, 2022
Should have been longer. Too much information to get through in an hour.
MR
Jun 2nd, 2022
enjoyed the course, and exploring this avenue as an opportunity
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