How CPAs Can Add More Value to Top Clients Without Taking on More Work

Discover how collaborating with a credentialed advisor can help you deepen client relationships, preserve your role as their most trusted guide, and unlock tax-planning opportunities.

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.

When it Makes Sense to Loop in a Financial Advisor: Learn how to identify cases, like business sales or cash windfalls, where an advisor can help solve problems, not create them.

Cash Balance Plans & Other Advanced Strategies: Explore the mechanics of high-contribution retirement plans that help your clients reduce taxable income without increasing your workload.

How to Retain Control and Stay the Client's Go-To: See how a planning-first advisor relationship keeps you in the lead while enhancing your value.

What a Professional, Non-Competitive Partnership Looks Like: Understand how a transparent, credentialed advisor works behind the scenes to support, not replace you.

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.

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