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.

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.

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.

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

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.

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.

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.

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