Earn Continuing Professional Education (CPE) Credits and Learn New Techniques to Help your Clients and Enhance Your Services
Register for 4Thought’s live CPE classes to expand your knowledge base in numerous Wealth Management, Financial Planning, and Investment Advisory topics relevant to CPAs that further drive the success of both your business and your clients.
- Gain a fresh perspective and a new understanding about a range of topics related to Comprehensive Wealth Management and Investing.
- Increase revenue and decrease client attrition by learning about the most significant wealth management topics and corresponding best practices that are easy for CPAs to implement for their practice.
- Attract new business and deepen existing relationships from gaining wealth management knowledge to compliment your accounting practice and promote yourself as a center of influence.
Face-to-face Wealth Management and Investment Advisory Training
Learn the fundamentals of Coordinated Wealth Management
Gain an understanding of how coordinating the “Four Corners” of Wealth Management can improve upon your clients’ existing financial planning, save on income and estate taxes, and prevent any unanticipated future headaches.
Classes are offered face to face on location at 4Thought’s headquarters for individual CPAs seeking CPE credit, and may also be requested at the CPA firm level so that your entire staff can earn credits at the same time.
Course topics include:
› Review of Current Tax Law & Impact of Intestacy
› Wills, Living Trust, Testamentary
› Trust, Revocable & Irrevocable
› Profit Sharing
› Defined Benefit
› Group Insurance
› Identifying client investment objectives & gathering data
› Investment planning concepts
› Basic investment portfolio theory
› Types of investment vehicles
› Keep vs. Sell
› Cross Purchase
› Entity Purchase
› Will or Gift
› Review of Intentionally Defective Grantor Trusts
› Charitable Remainder Trusts
› Charitable Lead Trusts
› Generation Skipping, etc.
› Cash Balance Plans
› Split Dollar
› Captive Insurance/831b
› Alternative Methods of Investing
› Portfolio Tax Efficiency
› Advanced Investment Portfolio Theory
› Alternative Views on Markets
› Partnership Buy-Sells
› Trust Buy-Sells
› One Way Buy-Sells
Learn about how these important topics help you better service and understand your clients
Our classes help you position yourself as a knowledgeable center of influence. The coursework covers various wealth management and investment advisory topics that help you stand out among other professionals. We cover topics that range from basic estate planning and investing theory to complex business succession and tax planning considerations for small business owners. Best of all, CPAs receive face to face training and ongoing support so they can better serve their clients and provide objective advice.