Overview

America’s Tax Solutions is committed to providing educational resources and forums to prepare our CPA affiliates to better serve their clients and build their business. Many of our educational offerings provide CPE credit.

We provide the following services:

  • Quarterly regional training meetings and webcasts to share and discuss best practices.
  • 24/7 web portal that provides education on demand on a variety of wealth management topics.
  • National conferences that provide a menu of continuing education.
  • Continued practice management consultation to assist in building and growing the wealth management business.
  • Advanced Markets Groups headed by Tiffany Fowler Esq., who specializes in working with the CPA firm to provide client briefings and complex case design.

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