How to Partner with CPAs & Boost Business

5th Aug 2019

Dedicated DB | Partner with CPAs

Sign Up for our Partner with CPAs WebinarWebinar, August 6: 
Join Our Free “Partnering with CPA Webinar” on August 6, 10:00 am PST / 1 pm EST.

Learn how to connect with CPAs and bring in referrals using defined benefit and cash balance plan expertise.


Dedicated DB | Calculator

The 2-Minute Proposal
Use Our Online Calculator to Demo Tax Client Savings for CPAs

Tell the CPAs you approach you’d be happy to run a complete proposal for their client. You’ll quickly have a professional proposal to deliver. The tax savings will get them thinking about high income, self-employed clients for this plan, and you as their go-to advisor to set it up!


Partner with CPAs — Before October 15

  1. Collaborate with CPAs to recommend SEPs for clients, who filed a tax extension. Tax-deductible contributions can be made by October 15 in the case of a tax-filing extension.
  2. Then also recommend defined benefit plans for their clients. These plans must be opened before the end of the fiscal year, in general December 31.

Here are some materials to share with your contacts:

NOW is the right time to raise CPA awareness.
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