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
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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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