Make Hay While the Sun Shines! Time for Summer School

NEW! REAL WEALTH MANAGER (RWM^tm) DESIGNATION

Comprehensive training and tools in client-centric wealth management services enables you to position yourself as the Primary Advisor of a multi-stakeholder team of professionals and family members.

NEW! EXECUTIVE BUSINESS BUILDER PROGRAM

Take your business to the next level and grow your personal leadership potential with 10 courses in this three level program.  Give yourself permission to work on your business – not just in it!

DFA-TAX SERVICES SPECIALIST^tm

T1 Basic Tax Preparation
T1 Advanced Tax Preparation
Tax Preparation for Proprietorships
Final Returns on Death of a Taxpayer
Cross-Border Taxation
T3 Basic Tax Preparation

DFA-BOOKKEEPING SERVICES SPECIALIST^tm

Basic Bookkeeping for Small Business
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
Budgeting & Managerial Accounting
Debt and Cash Flow Management
T2 Tax Preparation for Micro Enterprises

MFA-BUSINESS SERVICES SPECIALIST^tm

Advising Family Businesses
Tax Planning for Corporate Owner-Managers
T2 Tax Preparation for Professional Practices
Fundamentals of Business Succession Planning
Accounting for Business Transition
Business Valuation for Advisors

MFA-RETIREMENT & ESTATE SERVICES SPECIALIST^tm

Tax Strategies for Financial Advisors
Tax-Efficient Retirement Income Planning
Portfolio Risk Management in Retirement
Insurance Strategies for Small Business
Use of Trusts in Tax & Estate Planning
Investment Strategies in Charitable Giving