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Watch the Exclusive Web Class Replay featuring Paul Dyer, CEO of United Cloud Partners Services, one of the most comprehensive secure cloud technologies and marketing platforms in the US, to discover how you can integrate a tax planning practice without the headache and overhead of hiring a CPA!
Generate “What-If” tax return comparisons using a nationwide network of CPAs! Then, show your prospects the real tax benefits of tax deferral, Roth conversion, and other tax planning opportunities using their actual 1040 tax returns. You’ll gain instant credibility by combining tax planning into your existing practice!
You will also learn how to:
- Generate the perfect personal and business financial services leads.
- Obtain B/D “Outside Business Activity” approval for your tax practice, and keep your contracts where they are! No need to change your B/D or FMO affiliation.
- Become instantly compliant with all new regulations (IRS, FINRA, SEC, Dodd-Frank, etc.) on our highly secure network.
- Integrate multiple year round marketing campaigns into your practice.
- Access your tax network, 24/7, 365 days a year!