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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 in Las Vegas and is designed for CPAs to earn 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.


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 for one or two hours of CPE credits (every 50 minutes of instruction equates to 1 hour of CPE credit). Seminar offerings are listed here, but are subject to change.

  1. 1035 Exchanges
  2. Qualified Plans & Section 199A: Turning Tax Losers into Tax Winners
  3. Captives
  4. Qualified Plans and Life Insurance
  5. Premium Financing
  6. Buy Sell Agreements
  7. Retained Earnings
  8. Executive Benefits
  9. Split Dollar Arrangements
  10. Creative Solutions for Today's Successful Business Owners
  11. Retirement Planning
  12. Profit Sharing and 401(k) Plans
  13. Qualified Distribution Planning
  14. SEPs and SIMPLE-IRA Plans
  15. Traditional Defined Benefit Plans