Generate Passive Income by Offering Tax-Advantaged Wealth Management to Your Tax and Accounting Clients

You’re the most trusted tax and accounting advisor in your client’s life. If they haven’t asked you for advice on investments, insurance or advanced planning, they will. When you partner with us, we’ll help you offer wealth management to your clients and share in advisory fees. In some cases, you don’t even need to be licensed.

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You May Not Need to Be Licensed to Share in Fees

There are 11 states where you’re able to share in advisory fees (typically 1% of the assets under management) without a license: California, Florida, Texas, New York, Colorado, Kentucky, Louisiana, Ohio, Pennsylvania, South Dakota and Arkansas. If you’re not in one of these states, we recommend you work with us to obtain a Series 65 license. This will allow you to share in advisory fees.

Steps to Offer Tax-Advantaged Wealth Management to Your Tax and Accounting Clients

Apply to Be One of Our Wealth Management Partners

The first step is to apply with us with a pre-licensing application profile (PLAP) and a consumer reports authorization (CRA) form. Once you have been approved, sign our benefits letter.

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Personal & Business

Personal
Income
Expenses
Net Worth

Business
Revenue
Expenses
Enterprise Value

Tax Planning

Deductions
Legal Entity
Structure
Retirement
Insurance
TCJA, CARES
Advanced
Strategies
Niche Specific
Asset & Gift Freeze

Investments

IRA
Solo 401k
Brokerage Account
Simple IRA
REIT
Alternatives
Investments
Roth IRA
Private Placement
Opportunity Zones
Self Directed 401k

Insurance

Personal
Income
Expenses
Net Worth

Business
Revenue
Expenses
Enterprise Value

Estimate Planning

Deductions
Legal Entity
Structure
Retirement
Insurance
TCJA, CARES
Advanced
Strategies
Niche Specific
Asset & Gift Freeze

Cash & Equivalents

IRA
Solo 401k
Brokerage Account
Simple IRA
REIT
Alternatives
Investments
Roth IRA
Private Placement
Opportunity Zones
Self Directed 401k

Partner With an Advisor

We pair you up with a partner of your choice, who will be a licensed financial advisor with either a Series 7, 66, 65 or other license. We will ensure you know the compliance requirements and will help you set up disclosures in engagement letters.

Review Your Client List With Our Team

The next step is to set up a meeting with your tax-advantaged wealth management partner. You’ll review your tax and accounting client list and shortlist clients who might be a good fit. These are generally people who have $400k+ in either income or investable assets.

Meeting With You, Your Client and Your Advisor

These are 3-way meetings with you, the client and your partner. It’s important you start the call by introducing your partner. Let them take the lead on questioning and recommendations. We have a 150+ slide presentation on tax-advantaged wealth management you can review before the video call.

Tax-Advantaged
Wealth Management Plans

We’ll work with you to determine the risk tolerance, timeline and investment return objectives of your tax and accounting clients. We’ll also perform risk management and diversification planning, and look over their entire personal and business structure to optimize for tax-advantaged growth. Finally, we’ll advise on protections against key risks on a per-client basis. Below, you’ll see the products that could make up our tax-advantaged wealth management plan. Some of these products we’ll deliver directly, while some we’ll coordinate with third-parties such as our broker-dealer and attorneys.

Insurance

Variable Universal Life Insurance (VUL)
Index Universal Life Insurance (IUL)
Long-term Care Insurance
Disability Insurance
Trust-owned Life Insurance (TOLI)
Corporate-owned Life Insurance (COLI)

Reinsurance
Whole Life Insurance
Non-qualified Deferred Compensation Plans
Variable Annuities
Fixed Annuities

Estate Planning

Will
Living Will (Advanced Health Directives)
Gifting Plans
Succession Planning
Asset Protection (Trusts)
Charitable Giving
Beneficiary Selection

Advance Planning

Wealth Transfer
Monetized Installment Sales

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Corvee Advisors LLC are not affiliated. This communication is strictly intended for individuals residing in all 50 states, D.C. and PR.

Generate Passive Income by Offering Tax-Advantaged Wealth Management to Your Tax and Accounting Clients

Offer Wealth Management to Help Tax and Accounting Clients With Their Entire Financial Journey

You May Not Need to Be Licensed to Share in Fees

Tax-Advantaged Wealth Management

Steps to Offer Tax-Advantaged Wealth Management to Your Tax and Accounting Clients