A Resource Provider
Specializing in Quality Wealth Management CPE’s

Tax professionals are challenged daily to provide wealth management services to their tax clients, especially with respect to retirement planning and business transitions. Even if the tax professional is not actively involved in providing investment advice to their clients, they are often asked to review the suggestions of a tax client’s financial planner. Business clients are constantly looking for ways to reduce business taxes and maximize retirement savings. Their tax professional is often their first resource for guidance on these issues. Retired clients look to their tax professional to help sort out the best structures for their assets as they plan for the future. The purpose of Professional Financial Affiliates, Inc., is to educate the tax professional on the very best tax-advantaged advanced planning strategies available today and to help them identify the best situations for endorsing and implementing these strategies for their clients.

The tax professional community understands that those professionals involved in wealth management services improve their credibility, client service, and professional success. From 2001 through 2004, developers and speakers, Denis Walsh and Nick Hodges, prepared and presented wealth management CPE seminars across the country. What they presented in these seminars was the practical information tax professionals needed to bring their practices to the next level of service and profitability. They experienced an overwhelmingly positive response to this unique material. Professional Financial Affiliates, Inc. was founded in 2005, based on the topics and concerns that tax professionals communicated to Mr. Walsh and Mr. Hodges during these seminars.

Professional Financial Affiliates, Inc. seeks to provide quality CPE, marketing, and advanced resourcing opportunities to tax professionals nationwide, placing in their hands the information and the tools they need to serve their best clients well.

• Continuing Education focused on providing exceptional training regarding


• Advanced Tax Planning Strategies


• Wealth Management Solutions


• Business Transition Strategies





• National Resource Base providing you with access to the practical application


• Holistic client solutions


• Turn-key techniques for successful solutions


• Team-based support during implementation




• Best Practices Focus Group for tax professionals, helping you better manage your practice
  • Taking the stress out of tax season
  
  
  • Successfully expanding your services
  
  
  • Profitably managing your practice