NASBA CPE Credit is being offered for this webinar.
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SPONSOR CONTENT FROM AVANTAX
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WEB SEMINAR

Future Proofing Your Tax Practice
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Discover the keys to building a sustainable and competitive practice with ample growth opportunities while providing clients with rewarding financial solutions. Join an engaging session with Brian L. Sohn, a seasoned CPA and financial planner, and Kevin O'Connor, Director of Business Development at Avantax, as they share insights on transforming your practice using a turnkey model of wealth management services.

 

Brian and Kevin delve into how you can transition from a labor-intensive tax and accounting practice to a thriving business with satisfied clients and a better work-life balance. Gain valuable perspectives on the importance of expanding service offerings, leveraging year-round passive income, and overcoming apprehensions about offering financial planning guidance.

 

Join Brian and Kevin for an interactive Q&A session where they address queries from attendees. Plus, earn one CPE credit for your participation.
 
SPEAKERS

Brian L. Sohn, CPA, CFP®

Partner
Erpelding, Voigt & Co., L.L.P.
(Speaker)

Kevin O'Connor

Director, Business Development Recruiting
Avantax Planning Partners

(Speaker)

Chris Gaetano

Technology Editor
Accounting Today

(Moderator)
 
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The Avantax® family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
 

NASBA CPE Credit is being offered for this webinar.*

SourceMedia Inc. d/b/a Arizent 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 the 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.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.
 

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