Training and Continuing Education
America’s Tax Solutions offers a number of world-class training opportunities and Continuing Professional Education (CPE) credits.
Best Practices Tour
The Best Practices Tour educates CPAs on how to best navigate the ever-changing and complex nature of the tax code with respect to retirement distribution planning. Having an educated accounting professional is essential for clients to retain more of their hard-earned money. The CPA Best Practices Tour is a 3-hour program designed to guide CPAs to help clients safely and securely retire.
The IRA Summit is the unsurpassed leader in training CPAs on how to capture their share of the $30+ trillion IRA/401(k) market. Learn how to dominate your local market and become a mega-million dollar producer at our exclusive IRA Summit training. The IRA Summit offers 2 days of powerful marketing concepts and techniques to dominate the lucrative IRA market. Topics include tax planning for retirement, IRA beneficiary mistakes, the problem with trusts and 20 rules all CPAs must know. Participants may earn up to 12 CPE credits.
Advisors and CPAs come together for this exclusive training and critical component of the America’s Tax Solutions® program. Train to be the best during this multi-day training workshop that helps guide you through the fundamentals of IRA and wealth preservation planning, giving you the tools you need to succeed and grow your client base.
The CPA Symposium offers timely insights, solid strategies and valuable ideas that will help you increase your revenue this year. This symposium will guide you through myriad timely tax-related subjects—zeroing in on the latest changes.
Learn about the perfect Tax-Free Retirement prospecting, presentation and closing system. Get the ins and outs of tax diversification, discover the biggest tax breaks in the IRS code, receive exclusive presentation sales tools and much more.
In addition to providing training for CPAs, ATS also provides excellent webinars for CPAs' clients, free of charge! You invite them, ATS does the work, you reap the rewards!