How We Work With CPAs

 

Through our affiliation with National Life Group® we are proud to offer the CPA Advantage® Program.

 

Financial Advisors and CPAs are complementary professions who both play a part in overall financial planning.

CPA Advantage® is a detailed program, with proven processes, to help CPAs and financial professionals build trusting relationships and provide value added services.

We believe that by partnering our services, we can help CPAs broaden the scope of services they offer and provide their clients with advanced planning strategies and solutions.

Establishing the right relationship can be a win-win for both parties. 

The best way to learn about this opportunity is to attend our CPA Symposium with us.

There you will discover an innovative approach to helping clients meet their financial goals and objectives.

The Symposium is held twice a year in June and November and is designed for CPAs to earn 8-14 CPE credits.

Those who have attended the CPA Symposium have found the experience to be transformational for their businesses and for their clients.  

If you are a CPA, please contact us to learn more about how you can be our guest and join us at the next Symposium.

The November 2022 CPA Symposium will be held in Las Vegas from Nov 7th through the 10th and is designed to provide 8 CPE credits.  


815-455-5292  weyers_carrie@nlgroupmail.com


Why work with us?

We believe CPAs choose to work with Weyers McKeever Financial Partners because of our professionalism, open communication, and collaborative approach.

What this means to the CPAs is that they are able to add an additional benefit to their clients, allowing them to be more valuable, to differentiate themselves from other CPAs, and ultimately, they are able to provide much better service to their clients.*

What this means to the client is that they get holistic tax and financial service, comprehensive strategies, and synergistic solutions that allow them to be fully prepared and integrated in their personal and business finances.* 

The real benefit for the CPA is that Weyers McKeever Financial Partners allows CPAs to retain their role as a trusted advisor with the added benefit of additional team members who work together and follow through with comprehensive planning aspects so that all parties are well informed and prepared. 

The real benefit for the clients is that they can have the knowledge that their taxes and financial plans are working toward their personal and business goals.

*The Growth Through Partnership - CPA Advantage TC111430(1219)3 booklet explains this in more detail.
 

We provide CPE Seminars for CPAs and can come to your location.

These seminars for CPAs present technical information in an educational and conversational manner. Each seminar is designed one hour of CPE credit unless otherwise noted. Seminar offerings are listed here, but are subject to change.

  1. Qualified Plans and Life Insurance TC127008(0522)1
  2. SEPs and SIMPLE-IRA Plans TC1206850(0522)1
  3. Traditional Defined Benefit Plans TC127009(0522)1
  4. 412(e)(3) Defined Benefit Plans TC112734(0220)1 (x0221)
  5. SECURE Act Overview TC112797(0220)1 (x0221)
  6. Creative Solutions for Today's Successful Business Owners (2 CPE’s) TC127010(0522)1
  7. SECURE Act Deep Dive – the New Stretch IRA Alternative TC112982(0320)1 (x0321)
  8. Qualified Plans & Section 199A: Turning Tax Losers into Tax Winners TC126879(0522)1
  9. Profit Sharing and 401(k) Plans - Defined Contribution Plans TC126881(0522)1
  10. Executive Benefits TC1217414(0622)1
  11. Split Dollar Arrangements TC127410(0622)1
  12. 1035 Exchange Seminar TC107626(0419)3 (x0422)
  13. Captives TC107625(0419)3 (x0422)
  14. Income Taxation - Benefits of Life Insurance TC108067(0519)3 (x0522)
  15. Financial Risk Management TC109501(0819)3 (x0822)
  16. Taxation of Annuities TC111183(1119)3 (x1122)
  17. Key Person TC111869(0120)3 (x0223)*
  18. Executive Bonus 4 1/2 Ways TC113578(0320)3 (x0323)
  19. How to Choose an Executive Benefit Program TC113553(0320)3 (x0323)
  20. Premium Finance TC115379(0720)3 (x0723)
  21. Executive Benefits Overview TC113554(0323)3 (x0326)
  22. Buy Sell TC127408(0722)1
  23. Business Continuation (2 CPE’s, Key Person and Buy Sell) *TC111869(0120)3 TC86076(0815)P
  24. Retirement Planning and IRMAA TC119727(0321)1
  25. Business Valuation (TC120617(0421)1

Contact Us To Learn More