Retirement planning & CPE for CPAs
Retirement planning and continuing education, built for CPAs.
Free monthly webinars, practical articles, and one-on-one guidance from advisors who speak your language: taxes, schedules, and the fine print.
Continuing education
Upcoming webinars
From the blog
Helpful articles
We provide financial solutions to CPAs through insights and education.
Rob Belcuore
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Highlighted podcasts
Tax Notes Talk ↗
Cutting-edge developments in tax, including up-to-the-minute changes in federal, state, and international tax law and regulations.
The Growth Minded Accountant ↗
Hosted by CountingWorks PRO, centered around both old school and modern accountants wanting to modernize their practices and hone their craft.
Current Federal Tax Developments ↗
A podcast devoted to current developments in federal taxes, geared toward CPAs in tax practice.
The Boomer Briefing ↗
A weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of firms.
In their words
“Extremely professional, yet down to earth. I never felt I was being sold an investment product, more that I was being educated on the opportunities. They took the time to understand my situation and lay out various planning scenarios. As a CPA, I am engrossed in the details, and they provided schedules to depict each strategy.”
Joe O., CPA
The above testimonials were given by a client of Cornerstone CPA Retirement Solutions. No compensation was provided for the testimonials. This arrangement creates a material conflict of interest because Cornerstone CPA Retirement Solutions has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial, and no guarantees of performance or success are offered.
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Schedule your initial meeting.
A first conversation to understand your situation. No obligation, and no product pitch.
- We start with your practice, your timeline, and your goals.
- You leave with clarity, whether or not you work with us.
- Everything is framed as education, backed by written schedules.
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