Add Massive Value with Roth Solo 401(k)

In this episode of CPA Accelerator, Greg Shepard shares with you a great way to add massive value to your client. </p>This episode will probably resonate more with your small business owner clients. Does your client make too much money to contribute to a Roth IRA? Are they the only employee of their company (maybe spouse on payroll)? </p>If so, you must listen to this episode and familiarize yourself with the Roth Solo 401(k). </p>Listen as Greg shares with you the benefits of this type of account and why your small business owner client should thank you 10x over once he / she finds out they CAN contribute to that Roth account. </p>Greg talks you through a real-life scenario for one of his clients and how she benefited from the Roth Solo 401(k).</p>Greg believes in this type of account so much that he, himself, is in the process of changing from a SEP to a Solo 401(k).</p>As a CPA Planner, this 20min episode will help educate you on having those more meaningful conversations.....rather than saying, "that's not really my area." </p>Remember, the more proactive, holistic solutions you bring to your clients....the more they tend to refer you!</p>

00:20:03

What to do with Cash Right Now?

In this episode, Greg Shepard shares with you talking points you might have with your clients if they find themselves with too much cash in their savings / checking account. </p>This is prevalent on the tail-end (we think) of the red-hot housing market. Lots of home SELLERS out there have pocketed quite a bit of cash and not really interested in "gambling" in the stock market. </p>So, as the trusted accountant......what do you tell your clients if they've recently sold their home and looking for a little help?</p>Listen as Greg goes through an alternative to cash right now....won't last forever though. </p>As a CPA Planner, this 16min episode will help educate you on having those more meaningful conversations.....rather than saying, "that's not really my area." </p>Remember, the more proactive, holistic solutions you bring to your clients....the more they tend to refer you!</p>

00:16:50

Increase Revenue by Partnering with Financial Advisor

This episode centers around one of the more popular topics of conversation with CPA's - how to ethically and professionally grow you CPA practice revenue? </p>Listen as Greg Shepard shares how simple this can be, but takes due diligence on your part to make sure it's done correctly and in the best interest of the client. </p>Greg discusses why, until recently, tried to even attempt to form alliances with CPA's and attorney's alike. How he believed the "referral program" between CPA / financial advisor may not be the best idea for the client. </p>Make sure to catch Greg's story about his home kitchen flooding earlier this year and how he uses this analogy to share with CPA's that clients don't care about revenue sharing if the end result is benefiting them. </p>Lastly, Greg encourages CPA Planners out there to share their successes and failures with him regarding professional relationships with financial advisors - so we can all learn and do better going forward. </p>Feel free to email Greg about your experiences - good or bad. greg@shepardfinancial.com</p>

00:26:55

CPA Accelerator Intro - Why Should You Listen?

Welcome to the first episode of CPA Accelerator Podcast! In this episode Greg Shepard will share with you the "why?" </p>Why should you listen?</p>Why is Greg doing this podcast?</p>This podcast is great for those CPA planners out there that truly want to improve the experience for their clients. </p> Greg Shepard is a financial planner in the Kansas City area. Listen as he shares with you the frustration he's had over the years not developing proper business relationships with CPA's. </p>Why is that?</p>Greg's goal of this podcast is to bridge the gap between the CPA planner and competent financial advisor. At the same time, bring you education around his "world" to make you a better CPA and help you bring in more revenue by working with competent financial advisors. </p>Listen as Greg shares a story of what happened to him and how NOT to develop a professional relationship. </p>This podcast is great for you if you're a CPA Planner (not preparer) looking to take your practice to the next level with education and increased revenue all in the name of doing what's in the best interest of your client. </p>Listen to future episodes as Greg plans to interview your peers and find out who's doing it right and why others haven't tried developing that relationship with financial advisors. </p>If you're interested in sharing your story (good or bad), feel free to email Greg at greg@shepardfinancial.com. </p>

00:15:49