Webinar Details

Deliver a Virtual Family Office Experience to Win 5 Figure Tax Planning Engagements

by Alex Sonkin from Virtual Family Office Hub


Course Description

Accourding to CPA Trendlines, 36% of affluent business owners are ready to make a switch to a new CPA this year.  They want a "better CPA Experience" - which over 95% of CPA firms are simply not delivering.  This course will illiuminate you as to what 7+ figure tax clients are looking for from their most trusted advisor, an exactly how CPAs are perfectly positioned to deliver this uniquley attractive experience.  You will learn winning scripted conversations, a proprietary process of accessing and delivering world class solutions without 3rd party referral risk, how to access world class resources and specialists, and how to deliver this solution to your best clients in a way that enables you to earn a lot more money from a lot less clients and less time in the office.

Learning Objectives
  • Recognize the attributes of a family office and how family offices operate
  • Understand what 7+ figure tax clients really want from their most trusted advisor
  • Create thoughtful discussions with clients based on 8 insightful questions
  • Synthesize scripted conversations to deepen and strengthen relationships with the most important clients
  • Identify how to gain access to the some of the best ideas and resources in the country
  • CPAs who serve clients with tax liabilities greater than $100k.
  • CPAs who are passionate about delivering a world class experience to their clients.
Who Should Attend

CPAs with a tax planning and proactive business planning mindset should attend.  CPAs who want to bring the very best ideas to their high net worth clients without third party referral risk should attend. CPAs who truly want to differentiate themselves.

Advanced Preparation

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Presenter Details
Alex Sonkin

Alex Sonkin is the founder of the Virtual Family Office Hub (VFO Hub), the global leader for supercharging family offices and elite CPA Firms with best-in-class resources and specialists. Mr. Sonkin and his team work closely with each family office and CPA Firm in order to take them through a transformational educational experience, arming them with a comprehensive plug-n-play solution - whereby they are able to deliver world class solutions and an unforgettable experience to their very best clients.                                                                     &nb... Read more

  • asonkin@vfohub.com
  • (858) 381-0795
NASBA Approved
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Date & Time
Wednesday, September 26, 2018

12:00 PM EDT
(see additional timezones)

Register for this webinar

Additional Information
Cost: FREE
Credits: 1.00 hours
Subject area: Specialized Knowledge & Applications
Course level: Overview
Delivery method: Group Internet Based
  • CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes. For specific instructions on accessing your CPE, please see our FAQ section on our support page.
  • Multiple attendees: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.