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 most CPAs are being stretched between too many deadlines, too much risk when doing things on their own, too many clients, and not enough leverage. The CPA profession is changing very quickly, and there is a better way. This course will show you how the most elite CPAs are changing their approach and easily winning 5+ figure engagements with affluent tax planning clients!

This course will illuminate you as to what today’s affluent tax clients (who are paying taxes on $1M of AGI or more) are looking for from their most trusted advisor, and exactly how CPAs are perfectly positioned to deliver this experience. This course will show you how to deliver a Virtual Family Office Experience using Best In Class Resources from around the world – without 3rd party referral risk.

You'll further learn how to retain and attract 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 community for elite CPAs – called the Virtual Family Office Hub, 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.  Elite CPAs also have the opportunity to earn the coveted Virtual Family Office (VFO) Professional Certification – if they successfully complete the education and VFO Examination.