California CPA and Tax Professional Educational Boot Camp (online)

Free 1-hour boot camp for California Tax Professionals: Learn compliant tax-deferred strategies that help clients keep more and trust you more.

Event Overview
LIMITED AVAILABILITY – ONLY 25 SEATS
*When you RSVP, please provide first name only and email so we can send you the Zoom link and any necessary materials

Today's tax landscape is changing rapidly—clients expect forward-looking strategies, deeper planning knowledge, and proactive guidance that protects their wealth. CPAs who stay ahead of these expectations strengthen client trust, improve outcomes, and elevate their advisory value.

This free, one-hour educational boot camp gives you practical, immediately usable, compliance-approved tools to enhance your tax-aware planning approach. You’ll learn three high-impact strategies—CRTs, DBPs, and ILITs—supported by real case studies, simplified flowcharts, and “CPA-safe” talking points you can use the same day.
This is not a sales event. It is a professional workshop designed to help you:

• Deliver higher-value insights to business owners, high-income clients, and investors
• Improve advisory positioning with proactive tax-aware planning guidance
• Stay competitive as client expectations rise
• Build compliant collaborative relationships with vetted financial professionals

All strategies discussed are conceptual and fully aligned with California DFPI and IRS rules. No financial products will be offered or sold.
Expected Learning Outcomes**
By attending, you will gain a working understanding of:

• Charitable Remainder Trusts (CRTs): How to structure and implement compliant, tax-efficient asset transfer strategies to defer capital gains while avoiding common pitfalls.
• Defined Benefit Pension Plans (DBPs): How DBPs can benefit small business clients by maximizing deductions and optimizing retirement contributions for owners and employees.
• Irrevocable Life Insurance Trusts (ILITs): How ILITs fit into estate planning to reduce estate taxes, ensure liquidity for beneficiaries, and protect legacy assets.

Additionally, the session highlights how CPAs and financial advisors can build strategic alliances and joint ventures to enhance client satisfaction and create mutual growth opportunities within a compliant framework.

Who Should Attend
This session is designed for:

• CPAs, EAs, and tax professionals who want to strengthen their tax-advantaged planning capabilities
• Professionals serving business owners, investors, and high-income earners
• CPAs seeking to remain within compliance boundaries while expanding advisory value
• Practitioners interested in compliant, strategic collaboration with financial professionals

Who this is NOT for:

• Consumers or retail investors
• Product-driven salespeople
• Professionals seeking investment or product-specific training

Event Details
Format: Live via Zoom
Duration: 1 Hour
Cost: Complimentary
Purpose: Educational only. No CE credit or product sales.

FAQs
Q1: Who is this session for?
This program is for licensed CPAs, EAs, and tax professionals seeking compliant, advanced tax and wealth strategies to better serve their clients.

Q2: Is this a sales presentation?
No. This is an educational-only presentation. No financial products or services will be offered or recommended.

Q3: Will I earn continuing education (CE) credit?
Not at this time. The focus is on professional awareness and tax-compliant planning techniques.

Q4: How will this help my practice?
You will walk away with actionable insights on compliant strategies to help clients defer taxes, strengthen trust, and open new collaboration opportunities.

Q5: How do I attend?
After registering, you will receive a confirmation email. The Zoom link will be emailed two days prior to the event and again one hour before the session.

*This post is sponsored by SYTM Academy. The content and presentation of the event are provided by the event organizer

Compliance & Disclosures
This session is strictly educational & content is intended solely for CPAs, EAs, and licensed tax professionals. It is general in nature and not legal, tax, or investment advice. Attendees should consult their own legal and tax advisors for guidance on specific client circumstances.
No financial products or services will be offered or sold during this event. Examples are hypothetical and for illustration only. Outcomes depend on individual client facts and applicable law, which may change.