CPA Alliance

The CPA Alliance is a program offered to CPA firms who want to go above and beyond to help their clients succeed.  The CPA Alliance allows you as the CPA to have access to your clients personal financial website.  By having a comprehensive view of your clients financial picture 24/7 you will be able to collaborate with all of their advisors to help them in a more holistic way. 

Within your clients personal website there is also a secure Vault.  This online Vault allows clients to store their wills, trusts, tax returns and any other important documents that are important to their financial success.

Please click the link below to see how the CPA Alliance can help you and your clients.

http://www.emoneyadvisor.com/emacorp/client/WPG_Financial_Web/AllianceCPA_webHi.htm

CPA Planning Topics

Life Insurance Audit – WPG program to provide clients and trustees with an evaluation of the performance of life insurance policies, along with recommendations.

401k/Retirement Plans – Use of outside resources to attempt to minimize employer fiduciary liability. 

HRA (Health Reimbursement Account)/HSA (Health Savings Account) – A method to address increases in employer health care costs. 

Lifetime Income Guarantee – Variable Annuities with guaranteed income features. *

Life Settlements – Provides viable exit strategy from unwanted or unneeded life insurance policies.

EMoney Advisor – A Wealth Management System that organizes all of your advisors, accounts and assets in one secure web-based location.

Atlas Energy – Alternative investment in natural gas drilling which is designed for an owner to receive an up-front tax deduction as well as cash flow.  

I-Transact – Save clients money on their payment processing system with the help of a trusted partner.

Executive Disability Insurance – An extra layer of carved-out disability coverage for executive level employees.

Voluntary Employee Benefits – Help solidify employer/employee relationships by offering additional benefits at no cost to the employer.

Welfare Benefit Plan (419e) - A tax-deductible plan which offers the opportunity for current death benefit and tax-free post retirement medical reimbursement.

 *These guarantees are based on the claims paying ability of the issuing company.