Our FREE IRA & Tax Planning Training & Seminar gives you
all the training, tools, ongoing support you need to become the GO-TO IRA Expert.


Set yourself apart from your competition by offering CPA prepared tax services. Integrate a tax planning practice without the headache and overhead of hiring a CPA using our national network of CPAs. If you are seriously considering advising clients on taking advantage of a Roth conversion you need a CPA on your side to give tax advice.

CRP and Paul Dyer will teach you:

  • Distinguish yourself and gain instant credibility by implementing tax
    planning into your existing practice
  • Niche Marketing Strategies — Attract, Engage and Capture New Qualified Clients ALL YEAR LONG
  • How to properly position financial services to new tax clients
  • How to position the "What If™" tax return comparison this technique
    shows your prospect the real tax benefits of tax deferral and Roth
    conversion using THEIR actual 1040 tax return
  • Powerful IRA & Tax Planning Seminar: 75 minute power point
    presentation explaining Roth conversions, “Stretch” IRA examples, income planning using income riders, the Power of Life insurance to leverage your estate, and asset based LTC
  • Master the IRA seminar using our live training, DVD/CD and side-by-side script
  • Keep up to date on with IRA changes and opportunities with our exclusive weekly IRA conference call/webinar training class
  • The art of attracting large IRA rollovers
  • Capitalize on the latest IRA tax law changes and planning opportunities
  • Retrofitted IRS publication 590 for real world application in a seminar or client meeting setting
  • Roth conversion rules and strategies for 2010 & beyond

Here's the bottom line:

If you want to transform your practice into a multifaceted marketing machine that incorporates High-End sophisticated IRA and Tax Planning strategies. For more information on this one-of-a kind IRA and Tax Planning opportunity or to sign up for our FREE training class call 1-866-907-4275 or complete the form to find out how to get started.

Ask to watch a LIVE Slide-by-slide Power Point Presentation of our Specialized IRA Seminar that incorporates IRA, Life & Asset-Based LTC Strategies.

For more information on this one-of-a kind IRA and Tax Planning Partnership or to sign up for our FREE training class, call 1-866-907-4275 or complete the form above to find out how to get started.


Let CRP help YOU create a new level of success in 2009!
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