Ron Kerher
Focused Services to Business Owners/HNW Families/High Tax Payers /Fiduciary Level Investment Mgmt/ Tax Mgmt Services
- Role
- CPA Team Based Model Conslutant at Elite Resource Team
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Ron Kerher
Registered Representative since 1982 with experience in Risk Managed Portfolio…
Experience
CPA Team Based Model Conslutant
Jun 2017 — Present · Sioux Falls, SD, US
As a CPA Team Based Model Consultant, I help CPAs- Reduce the risks that come from referring clients to third parties- Reduce the risk of losing clients by being more proactive- Provide more value and increase client satisfaction- Expand their \"brain-Trust\" by working with some of the country\'s best specialists- Increase organic growth by giving clients a story worth sharing with family and friends.The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the \"trusted business advisor\" for their clients. The majority of CPAs aren\'t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.
Education
Wealth Transfer Educational Systems
Estate Planning and Tax Strategies
401(k) Participant Advice Group
401(k) Advisory for Individuals
Dorsey Wright and Associates
Technical Analysis/Risk Management
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