Every Advisor wants to work with a CPA. With Paragon you get to leverage our CPA network and advance tax planners. With the Paragon strategy our Advisor can help their client leverage more tax savings while increasing personal production. Stop selling a product and start helping your clients do more.
When it comes to compliant planning, advice must be given from the professional that is trained and specialized. The advisor and CPA or EA are a proactive tax planning pair.
We offer a marketing program to our producers that gives CPE credit to CPAs in order to locate, educate, and coordinate the relationship between the advisor and CPA or EA.
In this program, the Paragon Advanced Sales Team will fly to your location and host an event on your behalf which will give 4 hours of education to the CPAs in attendance. This satisfies CE requirements for the CPA while allowing you to have a captive audience to which you can educate both on your industry and your goals for your business.
The Paragon CPE event educates the CPAs on how to build proactive plans for business owners using advanced tax strategies. Some of these strategies include:
Our team will stay with you for both the event and the follow-up process, including going to the CPA’s office to deliver the CPE certificate. This allows for both the producer and Paragon to have a one-on-one conversation as to what the CPA would like to add to his or her practice.
Having a Producer or CPA partnership is about growing business for the 2 separate companies simultaneously. Paragon will work diligently with the invested parties to add proactive tax planning to your firm and grow the tax return business of the CPAs.
Want to know more about CPE Offering? All you have to do is book a free consultation with one of our experts. They will be able to provide valuable guidance on how you can grow your business.