Provide Training Certification
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.
What the CPE Offering Entails
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:
- Defined Benefit Plans
- Defined Compensation Plans
- 412(e)(3) Plans
- 401(k) and Captive Insurance Plans
CPE Event Process
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.
See how we can help you grow your business. Schedule a free 30-minute discovery call