WHAT YOU WILL EXPLORE
Creating a Multi-Disciplinary Practice
Without Increasing Your Workload
Are you an Accountant, CPA, or Enrolled Agent?
If so, are you looking to provide more resources for your clients, earn more, and work less while scaling up your business?
Then you won't want to miss this webinar.
Both Tax Planning & Tax Filing Professionals Benefit
Whether your tax planning or tax filing, wouldn't it be nice to know you have a team to implement the plans that could benefit your clients this year or into the future? What if you could access specialists for situations you're not sure about and that will join you on calls with your clients? What if you had access to the various tax strategy implementation tools, the tax codes that coincide, and the tax forms that would need to be filed?
Find out more about how a Multi-Disciplinary Approach can be a method to empower your practice and bring additional solutions for your clients.
3 Key Opportunities for Accounting Professionals
Freedom in Integration
Most accountants' revenues are concentrated around tax deadlines. Expand your offerings throughout the year with a fully integrated collaborative team for your accounting practice.
Increase Passive Income
Collaborating with RTB Advisors can be a win-win. As a trusted advisor, your clients will need tax and financial planning throughout their lives; we help you bring these solutions as they arise.
We'll work hand-in-hand with your team to provide additional resources, deductions, and tools that empower their businesses &/or families today and for generations to come.
I’ve worked in the accounting profession as an auditor, controller, and consultant for 30 years. Collaborating with the RTB team has allowed me to include additional strategies for my clients. They look at the whole picture and see what financial planning methods are best for each individual to mitigate risk and tax exposure.
"I've been practicing for almost 20 years as an Enrolled Agent in the Los Angeles/Beverly Hills Area. Since I started collaborating with RTB Financial Group, I now bring more value to my clients by taking a holistic approach to my clients' finances. I also have more tools to reduce their tax liability and support their businesses, as well as family well being."
Adam Bar, CLF
Meet Your Host
Adam is a Serial Entrepreneur, Investor, and Bestselling Author. He immigrated to the US and started a career in the financial industry after a devastating injury that left him unable to speak for months. He was recruited by a Fortune 50 financial firm, and has led a successful team for over nearly a decade now.
In recent years, Adam founded RTB (Raise The Bar) Advisors & Co-Founded RTB Consultants to give clients, entrepreneurs, and accounting professionals an integrated model for financial independence, planning & tax strategies with the business resources desired.
Adam is the author of the Amazon Bestselling book "Unleash your Financial Powerhouse, Practical Steps to Money Mastery", focused on an integrated approach to transforming your relationship with money and providing a process to follow to achieve one's financial goals. He also uplifts clients, collaborators, and listeners with his podcast, Uplifters.
Pressed for Time? No Worry, Schedule a call with Adam to find out more about our Accounting PRO Platform and collaboration.
Let's Explore What Might Be Possible.
Gain Access to Our Free Guide,
"How to Effectively Build a Multi-Disciplinary Practice"
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This presentation includes a discussion of various assets, including life insurance, in a qualified plan. The information provided is meant to be informational and should not be considered legal opinions on specific facts or as a substitute for legal counsel. Please speak with your tax and/or legal counsel for advice specific to your situation. RTB Financial Group & Insurance Services LLC (DBA RTB Advisors) webinars and related podcasts are provided for general information purposes only and do not constitute accounting, legal, tax, or other professional advice. Visitors/ participants should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer, or other professional.
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