A Smarter Way for CPAs to Grow Without Burning Out

Discover how partnering with the right financial advisor can help you bring more value to your best clients, without adding hours to your workweek.

Trusted by top CPAs: Advanced planning strategies to help your clients and your practice thrive.

What You’ll Learn in This  Free Webinar

CPAs are under pressure like never before—clients are demanding, costs are rising, and talent is hard to find. This webinar is designed to offer new ways to grow your practice by adding value, not workload.

How to spot high-income clients who can benefit from tax-saving retirement strategies like cash balance plans.

How to retain your role as the client’s most trusted advisor while collaborating with a financial planner who supports—not competes with—your relationship

How portfolio risk reviews can help safeguard your clients from costly mistakes during windfall events like inheritance, settlements, or the sale of a major asset

What a true partnership looks like, and how it can translate into new tax work, new client relationships, and a stronger reputation

Bonus Resource

When you register, you also get immediate access to Iván’s “CPA’s Guide to Cash Balance Plans,” a quick-reference guide to help you spot ideal clients and start better retirement conversations.

Meet Financial Advisor

Iván M. Mendoza

Iván Mendoza is the founder of Mendoza Private Wealth, a fee-only boutique firm based in Miami that specializes in comprehensive financial planning and investment management for affluent individuals and families. With over two decades of experience, Iván collaborates closely with CPAs to deliver coordinated, tax-efficient strategies tailored to each client’s unique needs. 

Known for his planning-first approach and deep technical knowledge, Iván holds multiple designations, including CFA and CFP, and regularly partners with accounting professionals to simplify complexity, minimize tax burdens, and build financial confidence for their shared clients.

Website designed by Indigo Marketing Agency.