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The CPA Roundtable series is intended to be an EYE-OPENING EXPERIENCE. CPAs and other tax professionals are PERSONALLY invited to join informal discussions with an ATS Wealth Preservation Consultant (WPC) on a regular basis about critical hot topics that impact their clients. Each event is a casual roundtable style discussion, typicarlly held at a local café or restaurant, and space is generally limited to APPROXIMATELY 8-10 ATTENDEES. CPA Roundtables last a maximum of 1 hour and attendees will be focusing on a single topic. Attendees are ENCOURAGED to openly share their point-of-view and discuss how the issue at hand may pertain to their clients and/or their business. Working together, CPAs and WPCs can come up with EFFECTIVE SOLUTIONS AND STRATEGIES to help their clients with REAL financial concerns or dilemmas they are facing (or believe they will face).

Topics vary and may include:

  • RMDs and Your IRAs
  • Beneficiary Reviews
  • Running Out of Money – Every Retiree’s Fear
  • Is Your Client’s IRA an IOU to the IRS?
  • The Importance of Choosing the Right Custodian
  • QLACs: What Are They and How Can They Help Your Clients?

CPA Roundtables create an opportunity for WPCs and CPAs to become MORE IN TUNE with what their clients need and address their concerns about important issues – CLIENTS NEED YOUR GUIDANCE and offering them immediate solutions is critical. CPA Roundtables are a great and simple way to perhaps learn something new and IMMEDIATELY ADD VALUE to your business while helping your clients.


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