A Time-Sensitive Message for CPAs Serious About Growing Their Business This Year…

Here's What This is All About…

Introducing the only program of its kind that not only satisfies your professional education requirements (CPEs) but also provides a proven system that allows you to actually use the information you learn to grow your business in multiple ways which I'll explain shortly.

In other words, you can kill two birds with one stone…or if you prefer, you can have your cake and eat it too!! It's The Profitable Retirement Strategy Kit: A Proven Plan for Attracting and Retaining Happy, Wealthy Clients.…GUARANTEED!

The system includes certified CPE training on a little-known powerhouse wealth-building structure (that can also save your clients a bundle in taxes) and a proven education system that sells the system to existing clients and attracts NEW clients. The best part is that the hard work is already done for you. All you have to do is provide valuable information to your existing clients and watch the new business roll in…and it also solves…

The 3 Biggest Challenges Facing CPAs Today…

According to the AICPA survey, 3 of the biggest challenges reported by CPAs are retaining existing clients, attracting new clients, and increasing revenue outside of the busy tax season. This system can help you eliminate all 3 of these challenges. I GUARANTEE it…as you'll soon see.

The financial vehicle you will discover in the CPE series was created by a Stanford graduate who has been called “the Thomas Edison of financial planning.” It combines knowledge from innovative financial advisors who have run multi-million dollar hedge funds and tax attorneys who have all been in the business for over 30 years.

It's true that this financial vehicle is NEW, innovative, and cutting-edge - that's why only a small number of CPAs even know about it - but it's been around since the 1990's so it's 100% completely above board and legal. The comprehensive course will cover all the legal aspects and history. And with the economy in a constant state of turmoil, the demand for this financial structure is growing almost as fast as the national debt.

I designed the course, along with a couple colleagues. Combined, we have a mind-blowing total of 36 initials following our names including CPA, CITP, CFF, CMA, CIA, CFE, FCPA, DABFA, MS, MSA, and MBA. I have also been an innovative Becker instructor for over 20 years and taught at five different universities. As a Becker instructor I educate thousands of CPA's each and every year through the courses and framework we have designed. My colleagues and I all have a knack for providing detailed, and actionable information.

And the entire course is delivered ONLINE so you can watch the videos on your schedule in the comfort of your own office. There's no class schedule to inconvenience you and you won't have to battle traffic or give up your valuable social and family time. And remember, you can use what you learn to grow your business and make your clients love you.

But enough about the course, let's get to the IMPORTANT stuff…

Here's What's In It For YOU…

Sure, you'll meet your annual CPE requirement but the BIGGEST BENEFITS to you are MORE FEES and INCREASED BILLABLE HOURS. And remember, we've already done most of the work for you. We already have a tested and proven education system that works.

You make your money doing work for clients, not banging your head against the wall trying to do something outside your area of expertise that you don't even enjoy. Instead, you need to focus on your business and its offerings.

You won't have to deal with any of that pain, frustration, and hassle because we've already done it for you. All you have to do is plug your existing clients into this proven education system and collect the fees from clients who will not only pay you, but thank you for introducing them to this cutting-edge idea - information they've been looking for even though some of them may not realize it yet. And some of them will probably tell their friends and refer new clients and you'll rake in more fees. It's as simple as that.

With over 70 million clients who will be retiring in the next 19 years, I can guarantee you'll have at least 10 who will find this information valuable. And they are searching for this information too. Almost 68% of those who have lost a job or are nearing retirement seek professional support. They need your advice on how to better plan for retirement in today's uncertain times.

This is your opportunity to become a partner in your clients' retirement strategies.

Here's the Bottom Line: The fees from your very first client will not only return your investment but make you a PROFIT! That's right. This wave of retirees will find the answers they need and you need the ability to answer them. The pay-back-period on this investment is as quickly as you can help your first client…the client you find using our done-for-you marketing system. And the first client is sure to be followed by more and more over time.

So what is this Breakthrough Financial Vehicle?

It's called a Checkbook IRA (CBIRA). A CBIRA is not just any IRA. It's different and much better as you'll soon see. The problem with conventional IRAs is that they don't earn very much money…especially after the well-hidden fees.

By contrast, the CBIRA is a wealth-building powerhouse and it's even better than a Self-Directed IRA because it gives your client even more control and access to more investments. The reality is Self-Directed IRAs could more appropriately be called a “Custodian-Directed IRA” because the custodian must approve each and every investment. The CBIRA gives your client the ability to make investments quickly and easily, without the need to wait for approval from a custodian.

Few people know about CBIRAs and even fewer people enjoy all the wealth-generating benefits of CBIRAs. I'd be willing to bet the biggest steak in Texas that several of your existing clients will thank you profusely when you introduce them to the concept of the CBIRA that releases them from retirement investment prison.

An Checkbook IRA is the "Audi of IRAs" and just like a real Audi, an CBIRA can provide your clients the security they need and help them reach the retirement finish line faster than they had imagined!

Sure, a CBIRA is a type of IRA which falls under the broad IRA category of “Self-Directed” IRA just like an Audi and a Pinto both fall under the category of cars… given the choice which one would you rather be driving? When your client turbo-charges their returns, while better protecting their family with a CBIRA, they very well could have the option to drive an Audi (or any other luxury car they choose) if they want to.

Along with your CPE credits, I'll provide you with all the materials you'll need to educate your current clients including private labeled publications and Special Reports which you can provide to introduce your clients to the benefits of self-directed retirement structures. It's really a “done-for-you” system that sells the Checkbook IRA concept to your clients.

The system does the selling for you. This is a HUGE benefit because if you're like most CPAs (including me) the thought of selling gives you sweaty palms. Simply share the marketing materials and your clients will come to you - already pre-sold on the idea of opening a Checkbook IRA. You just give them what they want. It's as simple as that.

What's the catch?

Here it is…if you can even call it a catch. I'm introducing you to this opportunity because Passport IRA is the leading provider of CBIRAs and has perfected the process of setting up these complicated structures. All they ask is that you outsource the setup of the CBIRA to them.

Of course they are perfectly happy to split the revenue with you. It's only fair to thank you for bringing business their way. You can expect to bank an easy $1500-2000 for each CBIRA you help your clients set up…PLUS there's an annual recurring revenue stream to this!! The holy grail of income is passive residual income where you do the work once and get paid year after year like clockwork.

I wouldn't consider any of that to be a catch. Would you? And also consider how this could stabilize your revenue outside of tax season…and how it makes you more valuable to your clients. You're no longer just a tax preparer…you're now a trusted financial advisor…and that not only increases client retention - it will probably attract MORE clients! Speaking of clients…

Here's What's In It For Your Clients…

One of the biggest challenges facing investors today is the LIMITED INVESTMENT CHOICES…and this is particularly true in retirement accounts where clients are typically limited to a standard (and underperforming) menu of funds shoved down their throat by a plan administrator. And if that's not enough, high expense ratios eat away hundreds of thousands of dollars of the average retirement fund over the course of time.

Obviously it's a BIG PROBLEM when all of your investment options are in a US stock market that can be described as highly volatile at best. This market has been moving a lot more down and sideways than up. Just ask all the people who have lost TRILLIONS of dollars in wealth over the past decade as one bubble after another has burst.

It's no wonder people are frustrated and tired of dealing with one market collapse after another and an endless stream of bad economic news. This probably explains the high turnover rate for financial planners.

Life was good in the 1980's and 1990's. When the stock market is generally rising, everybody appears to have the Midas touch. But as equity and housing markets have tanked over the past 10 years, the same old advice that worked in the past has produced disastrous results and cost many investors a large chunk of their retirement nest egg.

These losses have left millions with their retirement funds as the only remaining investments they can make. They have opportunities, but no capital to better their retirement.

With pitiful performance like that, you can't blame people for turning to other professionals for investment advice. And who better to turn to than their CPA…someone they know, like, and trust (I'm making the big leap of faith that your clients do like you!). People traditionally trust and have high regard for CPAs and especially in these tumultuous times, they need good advice.

And it presents the perfect opportunity to introduce your clients to the AMAZING wealth-building power of a retirement structure like the CBIRA. Checkbook IRAs open the doors to virtually unlimited investment alternatives and provide for more predictable and controllable investment results - without paying high cost “management fees.”

Checkbook IRAs open the doors to many high-return investments that aren't available in traditional retirement accounts…and CBIRA's are even better than Self-Direct IRAs because you have more control of your investments as explained on the next page.

With a CBIRA, your client is NOT limited to a standard list of investment options chosen by someone else and all subject to the ever changing winds of the stock market. The choices offered by traditional retirement structures are almost as limited as the “choices” Henry Ford gave Model T buyers when he said: “You can have any color you want…as long as it's black.”

Checkbook IRAs allow your client to invest in real estate, rental or foreclosures (including foreign real estate), precious metals like gold and silver which are both soaring, private placements, tax liens, equipment leasing, and more.

A CBIRA also opens the profitable door to private lending where clients become the bank and can charge points and earn high interest rates on low-risk short-term loans. Your client makes the choice and there are surprisingly few restrictions on investment options in retirement plans.

Here's How It Works…

The CBIRA owns a single asset - a Limited Liability Company (LLC) - that enables clients to invest in just about anything they can imagine.

If this sounds like a Self-Directed IRA (SDIRA), you're on the right track but the Checkbook IRA is even BETTER! SDIRAs require a custodian and all the funds must flow through the custodian. Dealing with the custodian can be a hassle and if one tiny, innocent mistake is made it could blow up the SDIRA. The IRS doesn't give a hoot. They'll just take your clients' hard-earned money. The CBIRA still has a licensed custodian, but with far less involvement, which gives your client even more control over their retirement account. Clearly you can see all the investment doors you can open for your clients when you…

Help the “Jims” Remove the Shackles from their Retirement Accounts…

Jim is frustrated with the limited investment choices offered by his retirement account. He's sick and tired of watching his money disappear, and he's looking for a solution. There are a lot of people like Jim out there…and here's your chance to grow your business by providing the solution to one of the biggest - and fastest growing - problems facing investors today.

Consider the story of Jim. Jim is ambitious, hard-working, and FRUSTRATED by the limited choices offered in his retirement plan. It's the typical smorgasboard of high-expense fee mutual funds that rise and fall with US stock market.

The plan administrator touts the investment diversification offered by the many mutual funds but Jim considers choosing among these crappy products more like de-worsificaition than diversification…picking the least worst of the bunch is difficult when none of them are particularly appealing to begin with.

Jim also worries about looking at his quarterly statement with recent market volatility and thinks it's probably being manipulated by people in high places. He wants to put his money into investments that he understands with people he trusts…but he can't because of the financial handcuffs (i.e. a maze of government regulations) that severely limit his choices. He is looking for a solution and if you can provide the solution that liberates his investment funds, you may become Jim's financial hero.

Considering the performance of the stock market over the past decade, it's hard to argue with Jim. The fact is that the old “buy and hold” strategy constantly forced down our throats simply doesn't work anymore. It worked fine when the stock market was generally rising…but for the last decade the stock market has moved more down and sideways than up. The result has been massive losses in the retirement accounts of many who expected to retire and relax with a big nest egg.

And now the biggest fear of many investors like Jim has become a grim reality. Their retirement is either destroyed or at risk. They worry that they have to work an extra 3, 5, or even 10 years or more before they can afford to retire. It's an ugly situation that too many people find themselves in (this group probably includes some of your clients).

Jim is fairly sharp fellow who simply wants more investment options…so he asks his custodian a few simple questions. The answers are disappointing. Jim sees people making money in ordinary investments like real estate, tax liens, and even precious metals like gold and silver but thanks to the stifling rules of his retirement plan Jim is forbidden from putting his money to work in any of these common, straightforward investments. Jim is frustrated and looking for a solution …a solution he probably doesn't even know exists.

And until he finds a way to unshackle his investment capital, Jim is stuck with the standard menu of mutual funds. Given his limited choices, Jim feels like he's wearing a financial straitjacket.

Retirement investors (many of them are probably clients of yours) have watched TRILLIONS of dollars go down the drain…a Checkbook IRA can triple their investment returns (and reduce taxes) by providing more and better investment options than traditional retirement accounts

As the market continues its generally downward and sideways movement with the occasional teasing rally, Jim watches the value of his retirement fund sink like dirty dishwater down the drain. He thinks he may have been better off buying oceanfront property in Arizona… but then quickly remembers his current plan doesn't allow him to buy real estate in his retirement plan.

It's a story you can bet many of your clients can relate to…but it has a happy ending. Fortunately Jim's accountant told him about the advantages of a Checkbook IRA and opened the doors to investments he understands and has confidence in. Now he is free to invest his money where he wants to invest it. He's no longer forced to trust his hard-earned money to a stock market that is confusing and manipulated.

In fact, soon after Jim learned that he has broadened his investment opportunities, he can invest in tax liens (he loves the idea of earning 24% like you can with Iowa tax liens). And when a trusted friend of his needed a loan to a expand a small, but very profitable business, Jim was able to provide the loan from his retirement account. He will earn 12% on a loan safely secured by a commercial real estate property…and that's in 6 months. The annualized return is 24%. You just can't find these types of investments or these safe, high returns in standard run-of-the-mill investment and retirement accounts.

Opening a Checkbook IRA has empowered Jim to go from investing in a stock market he didn't understand with a plan administrator he didn't trust and watching his account balance shrivel to taking control of his investments and putting his money into things he understands and investing with people he trusts.

Instead of losing money like those who are handcuffed with the restrictions of traditional retirement plans, Jim actually made money. All because he removed the shackles from his investment options…just like anyone can do in a Checkbook IRA. He sleeps better knowing he has more control over his investment and retirement accounts and he has a new appreciation for his accountant. He's also not shy about telling his friends about his Checkbook IRA and where they can open one for themselves.

Trust me there are A LOT of “Jims” out there looking for a better way to invest their retirement funds. They are frustrated and want more investment options and the Checkbook IRA is the solution. Unfortunately, many of them don't even realize such an AMAZING wealth-building vehicle exists.

Gold has far outperformed the stock market over the past 10 years (and so have countless other investments) but most retirement accounts put a financial straitjacket on investors with their limited investment options.

And that's where you can help. The fact is that there is a growing wave of consumers seeking knowledgeable, professional advisors that can present value outside of filing basic tax information. We all know that at the end of the day, the most successful CPAs are the ones that provide the best service and the most value to their clients…and this is a golden opportunity to make yourself more valuable to your clients.

Here's What You'll Get!
(est. value over $3,500)

With your investment in The Profitable Retirement Strategy Kit: A Proven Plan for Attracting and Retaining Happy, Wealthy Clients, you'll receive the following:

1. A comprehensive 4 credit CPE series taught by highly-qualified instructors, valued at over $200.

2. An ONLINE curriculum that allows you the flexibility to study on your schedule

3. Access to ALL FUTURE CPE courses released. This should cover at least 2 hours of credits and $100 each year!

Knowledge you can use to increase billable hours, help clients solve one of the biggest and fastest growing challenges facing retirement investors, stand out from the crowd of “me-too” tax preparers, stabilize income outside the tax season, cross-sell into non-tax services, increase client retention (and attract NEW clients), all this with little work (our proven “done-for-you” marketing system does the work for you). You'll get:

• 10 bound copies of “Unleash Your IRA”, a value of $777 (the best-selling book that sells your clients on the Checkbook IRA so you don't have to - they're already SOLD when they come to you!)

• A bound legal opinion worth over $2,000 (iron-clad proof that CBIRA's will withstand any and all legal challenges)

• Tax Lien Special Report to show investors investors how to make guaranteed, high annual returns just using their local county government

• Precious metals Special Report which covers one of the most popular alternative investments within IRAs today (smart money is flocking to gold and silver)

• Phone & Email Support for answering individual questions (we won't leave you hanging)

• Engagement Memo for you to easily contract your services with clients

• Turnkey Administrative Support for LLC creation and account setup for your clients (so you don't have to deal with the “busy work”)

• Additional Special Reports as we create them (NEW marketing materials are constantly being created to help you market Checkbook IRAs)

As you can see, there's NOTHING like this currently available that combines valuable CPE training with a proven system for actually using what you learn to profit and grow your business… that's EXACTLY what you get with The Profitable Retirement Strategy Kit: A Proven Plan for Attracting and Retaining Happy, Wealthy Clients. At this point you're probably wondering…

Is this going to Cost Me a Small Fortune?

You can probably already think of a dozen clients who would be interested in a Checkbook IRA…and that alone could add an additional $10,000 or more of income to your bottom line. You'd think this system should cost a small fortune. After all, this is practically like adding a NEW and instantly profitable division to your business! How much is that worth?

Systems like this can easily sell for $2,500.00, $5,000.00, even $10,000.00 or more. And if they deliver - like The Profitable Retirement Strategy Kit does - they're worth every penny. This system will be sure you don't miss on the retirement wave of clients seeking solid, practical advice for the largest part of their savings. But rather than risk losing clients, you'll now have the opportunity to provide tangible, great value to prospective clients.

Even though I strongly believe it is worth multiples of what I'm asking for it, the reality is that the price of CPE courses is what it is and I just have to accept that. So I do. You see, I'm so sure you'll see results with this done-for-you education system that I want to make this an irresistible no-brainer offer that no sane CPA in their right mind could pass up.

I know how the system works and I'll make money when you make money…when you start attracting new Checkbook IRA clients and have me and my “factory” set up the structure. That way our goals are aligned because if you don't get any CBIRA clients, then I'm not going to make any money either am I? That's the way it should be.

I plan to set the price of this groundbreaking system at $997.00...but since it's NEW and because I want you to start 2012 with a bang, I'm making this a complete no-brainer decision with an introductory offer of just $497. It's hard to lose when you recoup your investment on your first Checkbook IRA client….but to take advantage of this low price, you must ACT NOW because this Pre-Release Offer EXPIRES in 3 days. After that the price doubles. We reserve the right to change the offer price at any time. So, you should ACT NOW to lock in you price.

Be a part of the Pre-Release and SAVE $500

The value of this one-of-a-kind system should be obvious. You simply can't find a system that offers CPE credits AND a proven marketing and education system for using the information you learn to grow your business. You can't find one because it doesn't exist. This is a truly groundbreaking system in the accounting profession and if you don't want to miss the boat on this and get left behind, then I recommend you ACT NOW.

I've been in this business a long time, so I know that the 2012 will bring a new tax season. For that reason, we will be changing this offer shortly. This way you can take some of the down time over the holidays to finish your CPE requirements and determine how much additional income you can bank from this system.

It also means that you'll have the tools you need when meeting with your clients for tax season. Use the Special Reports as a way to set up an appointment to boost your business's revenue.

I am as serious about growing your business as you are.

As you would expect, most people are so excited hear about this amazing and super powerful IRA structure that can EXPLODE the returns in their retirement accounts that they immediately contact you for more information. Remember, you don't have to sell the Checkbook IRA…it sells itself. Here are…

2 Quick and Easy Ways to Respond…

#1: Call our TOLL-FREE NUMBER at 800-573-9912

#2: You can respond ONLINE at https://secure.passportira.com/87.php

And remember, if you act now, you'll receive all of this at the $497 price before it doubles.

Your investment is also GUARANTEED! I'm so confident in this breakthrough system that I'm going to remove all the risk and place it firmly on my shoulders by offering you this…

Be a part of the Pre-Release and SAVE $500

The value of this one-of-a-kind system should be obvious. You simply can't find a system that offers CPE credits AND a proven marketing and education system for using the information you learn to grow your business. You can't find one because it doesn't exist. This is a truly groundbreaking system in the accounting profession and if you don't want to miss the boat on this and get left behind, then I recommend you ACT NOW.

I've been in this business a long time, so I know that the 2012 will bring a new tax season. For that reason, this offer is only good if you act now. This way you can take some of the down time over the holidays to finish your CPE requirements and determine how much additional income you can bank from this system.

It also means that you'll have the tools you need when meeting with your clients for tax season. Use the Special Reports as a way to set up an appointment to boost your business's revenue.

I am as serious about growing your business as you are.

As you would expect, most people are so excited hear about this amazing and super powerful IRA structure that can EXPLODE the returns in their retirement accounts that they immediately contact you for more information. Remember, you don't have to sell the Checkbook IRA…it sells itself. Here are…

Client Retention and Attraction GUARANTEE

Take a FULL 12 Months - 365 Days - to put this proven system to the test. And if at the end of ONE FULL YEAR you are not completely satisfied - in other words if you have not utilized the knowledge from the CPE courses or the bound reports you'll receive to increase your client retention & attract NEW clients - then I don't even want your money. Simply contact my office for a full refund with no questions and no hassles. Is that fair or what?

If you're still on the fence…

Let Me Ask You a Question…

At the beginning of this message I revealed the top 3 Challenges Facing CPAs today: retaining current clients, attracting NEW clients, and increasing income outside of tax season. What are you doing right now to overcome those challenges? I trust you're doing more than praying. If you're the smart, ambitious, progressive-thinking CPA I think you are, then you'll join the growing Army of like-minded CPAs who have made the intelligent decision to grow their businesses with The Profitable Retirement Strategy Kit.

Whether we like it or not, to a large degree consumers view tax preparation as a commodity (heck they can even buy programs like TurboTax). If you don't create value and give them a good reason to stick with you, they'll shop by price and find someone else. Why not take action to make yourself more valuable? The other option is to do nothing and run the real risk of losing clients to someone who does provide more value.

Go ahead and TAKE ACTION TODAY! I look forward to helping you grow your business.

Dedicated to Attracting and Retaining Clients,

William Riggs, CPA MS MBA MSA

Passport IRA

P.S. This is your personal invitation to join a group of progressive, high-income CPAs on the cutting-edge of the accounting profession…attracting and retaining NEW clients with a little-known wealth-building powerhouse that retirement investors love because it puts them in control! Read this message NOW to discover what all the excitement is about. Don't delay… a Heavily Discounted Price is only available if you act now and SAVE $500.00!!

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