CPA/CPE

Certified Public Accountant Services

Turtle Creek Financial Group offers a series of live CPE courses specifically tailored to support practicing CPA’s efforts to better serve their clients. These courses are designed around real life situations that many individuals are facing now or will face in the future.

Each course has a learning objective that will better position you to assist your clients as their most trusted Adviser. These courses are offered in a flexible format; either objective focused three (3) hour symposiums or single topic, one hour workshops. We host the symposiums at our Turtle Creek offices three times per year and we are also able to bring the programs to your firm with a minimum participation level. Symposiums are often presented in conjunction with strategic partners that are specialist in the stated topic.

Cost

Single Topic/Hour – $65.00– per person
Three Hour Symposiums -$160.00-per person

Note: Discounts are available for larger groups or series commitments.
2016 Schedule


 

COURSE OFFERINGS

 

Business Valuation

Learning Objectives:

  • Understanding the four accepted methods to value a private business.
  • The variables involved in the valuation process and the impact of each.
Business Valuation

 

Asset Protection

Learning Objectives:

  • CPAs will learn unique legal strategies used to help clients proactively protect and shield their personal, business and investment assets from a variety of threats, which can come from creditors, predators and litigants.
Asset Protection
Legal Strategies

 

Selective Discrimination  

Learning Objectives:

  • Review traditional and innovation SERP strategies; tax ramifications to employer and employees, employers responsibility and liability in approach. Pro and cons to owners in utilizing these methods for an orderly transfer of management and value protection
Retirement
Strategies

 

CPA Consulting

Learning Objectives: 

  • How to attract more clients and make more MONEY.
  • How to BENEFIT from your clients inevitable exit.
  • How to control the relationship without over-extending.
CPA Consulting

 

Retirement Income Strategies

Learning Objectives: 

  • Comparison of methods available, and viability of each, for individuals to generate income during retirement from liquid assets; both ERISA Qualified and Non-Qualified funds. The impact of the Monte Carlo Principle effect and how to coordinate different strategies to mitigate that effect.
Retirement Income

 

Asset Protection Legal Strategies

Learning Objectives: 

  •  CPAs will learn unique legal strategies used to help clients proactively protect and shield their personal, business and investment assets from a variety of threats, which can come from creditors, predators and litigants.
Asset Protection

 

 

 

 

 

 

 

Turtle Creek Financial Group is certified by the Texas State Board of Public Accountancy as  CPE Sponsor number: ID 010247. This registration does not constitute an endorsement by the Board as to the quality of our CPE program

The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division
Compound interest is good, compound taxation is bad.
Ray Croff CLU ChFC RFC CAP
Registered Financial Consultant Managing Partner - Denton
Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division