Services offered by The Academy on the Cpa2biz Web site include an online digest of estate and wealth strategy planning that provides expert reviews of professional articles culled from over 300 legal, financial, insurance, trust and accounting publications, a comprehensive toolkit designed to help CPAs implement the ideas reviewed by the digest into their practices quickly, and an online encyclopedia of more than 2500 questions on retirement planning, financial and investment planning, trust and estate planning, estate protection and preservation, and charitable giving, with responses from expert multidisciplinary advisors.

 

"Through Cpa2biz, The Academy will provide tools and valuable resources for CPAs to help them grow their estate and wealth strategy planning practices," said Tom Wilson, principal of The Academy. "We make it easier for CPAs to integrate multidisciplinary knowledge and apply it to their practices so that they can provide increased value to their clients."

"With increasing emphasis in the financial planning marketplace on multidisciplinary practices, it is important for CPAs to have relevant and timely educational resources, products and easily applied tools to help CPAs grow their practices," said Doug Wright, Vice President of Financial Services Offerings for Cpa2biz and President of Capital Professional Advisors, Inc., a Cpa2biz company. "The tools and resources from The Academy help Cpa2biz to fulfill its mission to provide the best-of-breed solutions to its customer, the CPA."