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

• Expert Knowledge:
  • Comprehensive training on Social Security rules and strategies
  • Gain the RSSA® credential to enhance your professional reputation
• Client Retention & Acquisition:
  • Expand your service offerings with Social Security planning
  • Attract new clients seeking specialized Social Security advice
• Strategic Tax Planning:
  • Integrate Social Security planning with tax strategies
  • Optimize your clients' tax situations in retirement

RSSA® Roadmap Software

• Powerful Planning Tool:
  • Interactive and personalized Social Security planning roadmaps
  • User-friendly interface for quick and detailed planning
• Client Engagement:
  • Generate personalized reports with clear, actionable insights
  • Continuous updates and support for the latest information

Social Security & Tax Integration

• Tax Efficiency:
  • Maximize Social Security benefits while minimizing tax liabilities
  • Create cohesive retirement plans addressing all financial aspects
• Client Education:
  • Educate clients on tax implications of Social Security choices
  • Proactively plan for clients' retirement, avoiding common pitfalls

SETARA® (Self-Employed Tax & Retirement Analysis) Strategies

• Tailored Solutions:
  • Address unique challenges faced by self-employed individuals
  • Perform comprehensive financial analysis for optimized planning
• 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

• 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
• 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

• 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
• 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

• Gatekeepers to Clients:
  • CPAs are in a unique position to answer clients' Social Security questions
  • Enhance your role as a comprehensive financial advisor
• 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.