America's Tax Solutions®?
America’s Tax Solutions is an EXCLUSIVE PROGRAM designed to help CPA firms build a profitable wealth management business. Our mission is to provide our CPA affiliates with the necessary tools, resources, and training to EFFECTIVELY meet the complex needs and demands of clients in the areas of asset management, retirement distribution planning, and wealth protection.
CPAs have served as their clients’ FINANCIAL GATEKEEPERS for many generations by providing professional tax and accounting services. Today, the roles of CPAs are changing and growing. With the first wave of baby boomers already entering their retirement years, TRILLIONS OF DOLLARS of assets are in need of proper management, distribution, and preservation.