The RSSA® Program for CPAs & Tax Professionals
Why CPAs Need the RSSA® Program
- Market Gap: Identified by our co-founder, Michael Rosedale, CPA, there's a significant gap in the market for Social Security advice. Clients often don't know who to turn to for help.
- Trusted Advisors: CPAs are the go-to trusted advisors for clients, but many lack the specialized knowledge to assist with Social Security planning.
- Legal Restrictions: The Social Security Administration is legally prohibited from providing personalized advice, leaving a critical advisory role unfilled.
The Value of the RSSA® Program for CPAs & Tax Professionals
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Expert Knowledge:
- Comprehensive training on Social Security rules and strategies
- Gain the RSSA® credential to enhance your professional reputation
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Client Retention & Acquisition:
- Expand your service offerings with Social Security planning
- Attract new clients seeking specialized Social Security advice
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Strategic Tax Planning:
- Integrate Social Security planning with tax strategies
- Optimize your clients' tax situations in retirement
RSSA® Roadmap Software
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Powerful Planning Tool:
- Interactive and personalized Social Security planning roadmaps
- User-friendly interface for quick and detailed planning
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Client Engagement:
- Generate personalized reports with clear, actionable insights
- Continuous updates and support for the latest information
Social Security & Tax Integration
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Tax Efficiency:
- Maximize Social Security benefits while minimizing tax liabilities
- Create cohesive retirement plans addressing all financial aspects
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Client Education:
- Educate clients on tax implications of Social Security choices
- Proactively plan for clients' retirement, avoiding common pitfalls
Enroll today and pay only $2,329 for the RSSA® Program Package
Schedule a call if you'd like to learn more
SETARA® (Self-Employed Tax & Retirement Analysis) Strategies
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Tailored Solutions:
- Address unique challenges faced by self-employed individuals
- Perform comprehensive financial analysis for optimized planning
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Strategic Planning:
- Create customized retirement plans with Social Security optimization
- Integrate with RSSA® Program for a complete suite of services
- Analyze how reported earned income from your business impacts future Social Security benefits
- Provide a written plan recommending future earnings and potential business restructuring
- Offer strategies that combine tax efficiency and retirement security, ensuring a balanced and beneficial financial plan for self-employed clients
Enhance Client Relationships & Offer New Benefits
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Webinars & Live Events:
- Provide financial Social Security literacy events for business owners and their employees
- Host informative sessions to educate employees on optimizing their Social Security benefits
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Comprehensive Financial Literacy:
- Offer educational resources that lead to greater financial security and informed retirement planning
- Position yourself as a valuable resource for both business owners and their staff
Lead Generation & Consultation Opportunities
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Tax Consultations:
- Social Security literacy events often lead to one-on-one tax consultations for Social Security planning
- Use these opportunities to expand your client base and provide comprehensive financial planning services
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Client Engagement:
- Strengthen your relationship with existing clients by offering additional value through educational events
- Attract new clients through your proactive approach to financial literacy and Social Security planning
Benefits for CPAs & Tax Professionals
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Gatekeepers to Clients:
- CPAs are in a unique position to answer clients' Social Security questions
- Enhance your role as a comprehensive financial advisor
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Seasonal Business Opportunity:
- Incorporate Social Security planning as a billable service during off-peak seasons
- Similar to tax planning with reports and analysis, leveraging existing client information
Elevate Your Practice with RSSA®
- Equip yourself with specialized Social Security knowledge
- Enhance your service offerings and attract new clients
- Integrate tax and Social Security planning for comprehensive financial advice
- Leverage the RSSA® Roadmap software for client engagement and support
- Offer HR benefits through financial literacy events to business owners and their employees, creating new consultation opportunities
Join the RSSA® Program today and become the expert your clients need for Social Security planning. Discover the benefits of becoming a Registered Social Security Analyst.
Enroll today and pay only $2,329 for the RSSA® Program Package
Schedule a call if you'd like to learn more