According to CPA Trendlines, 36% of affluent business owners are ready to make a switch to a new CPA this year. They want a "better CPA Experience" – which over 95% of CPA firms are simply not delivering, because nobody has shown them how simple it is. Instead, they are too focused on "busy work" that generates little revenue – essentially wasting their time and missing the opportunity to retain & attract all of those high revenue affluent business owner clients.

This course will illuminate you as to what today’s 7+ figure tax clients are looking for from their most trusted advisor, and exactly how CPAs are perfectly positioned to deliver this experience. CPAs do not need to work harder or longer, but in order to get there.

This course will teach you how the most uniquely attractive CPAs in the country are operating today and tackling challenges (complicated tax problems as well as other complex issues facing affluent business owners) effortlessly by using a superior, systematic approach – enabling them to make a lot more money, from fewer clients in a lot less time in the office.

You'll further learn how to attract and retain the affluent business owners and wealthy families who are looking for a superior CPA experience while creating more time for what's most important in your business and in your life.

Finally, this webinar will address how to access the most powerful network of specialists and resources for elite CPAs using a revolutionary system that eliminates third party referral risk.

In the last 5 minutes of this Webinar you will find out what it takes to be invited to a private, invitation-only event for elite CPAs – called the Advanced Tax Planning Institute (ATPI), where leading CPAs get a chance to meet and learn from the most forward thinking specialists, tax attorneys, and leading resources who support the top CPA firms and family offices in the country.