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The Financial Services World is evolving and the demand for Cutting-Edge Marketing is undeniable. ONE MARKETING CHANNEL remains a viable, cost-effective, efficient opportunity to create a pipeline of qualified prospects with a real opportunity to turn them into long-term, mutually beneficial clients: ALLIANCES! CPA Direct helps financial professionals PARTNER with CPAs. As trusted advisors, clients often look to their accountants for guidance and advice on a wide range of tax related and financial issues. But not all firms can offer a full solution to their clients, thus missing out on important business opportunities and a competitive edge. Designed to generate successful alliances between Advisors and CPAs, unlike other CPA marketing strategies out there, CPA Direct is unique in the industry in that dynamic solutions help financial and tax professionals focus on eliminating the volatile sales cycle that plagues the industry. COMMITMENT to our programs enables the financial professional to create opportunities to reach incredible levels of SUCCESS.

CPA Direct™ is the cutting-edge marketing program:

  • This is a CLIENT ACQUISITION strategy — not an ordinary lead-generation program
  • Designed to BUILD your practice
  • Designed to PRODUCE millions in sales
  • Potential for HUGE COMMISSIONS at a low cost
  • Teaches you how Advisors and CPAs can EFFECTIVELY work together
  • Becomes more POWERFUL the more you become devoted to it
  • GROWS unencumbered by compliance and regulatory concerns
  • Changes the way you attract highly MOTIVATED and affluent prospects

 

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Rolling Over an RMD

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Tapping Into Retirement Accounts If Not Directly Impacted By COVID-19

The recently-­‐enacted Coronavirus Aid, Relief, and  Economic Security Act (CARES  Act) signed by President Trump  on  March  27, 2020, allows  “qualified individuals” to take up  to  $100,000 of  penalty-­‐free IRA and company plan withdrawals during 2020. “Qualified individuals” include those who are (or whose family members are) sickened by the virus or who have virus-­‐related

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