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CPAs
Wealth Advisory Group LLC is also a member of
Shadow Advisors®,
dedicated to helping Financial Representatives, accountants and
lawyers serve their clients financial planning needs. The
goal is to build and protect our clients wealth, structure their
business and estates, and help them secure comfortable and
rewarding retirements. Through Shadow Advisors®, and our relationships with
CPAs and lawyers, we have created a productive financial environment that is
fostered and maintained through collaboration, education, and
mentoring.
New York and New Jersey licensed CPAs also earn necessary
Continuing Professional Education (CPE) credits with our special
programs, featuring seminars designed to increase and enhance
practicing CPAs’ knowledge of insurance, estate, business
succession planning, and tax laws, providing them with expertise
they can pass on to their clients.
If you are a CPA and would like more information about our
involvement with Shadow Advisors® or attending one of our CPE special
programs, call 212-541-8800 or email
info@wagroupllc.com.
Click on our Events link for upcoming seminars.
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