Partner with CPAs to Build Your Business:
Help CPAs Use Defined Benefit Plans to Deliver a Powerful Tax Strategy to High-income Small Business & Self-employed Clients
Wednesday, October 2, 2019
10:00 am Pacific / 1:00 pm Eastern
Philip Pirio, Senior Plan Design Consultant
Dedicated Defined Benefit Services
Accountants can be a great source of client referrals. They know who had a large tax bill and who could take advantage of large tax deductions for 2019 and beyond. Learn how to get in front of CPAs and bring in referrals with sales presentations and defined benefit training.