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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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More Updates


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The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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