CPA/PFS Press Releases

As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to San...

The event brought together Paraklete CPA financial planners from around the country for three days of advanced estate planning, thought-provoking discussions, and opportunities for collaboration.

Classes are scheduled for October 21-23 and October 28-30, 2024 (virtual) - Susan M.

Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region.

In today's dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks.

As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Chicago,.

Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX.

Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado.

Tom Tillery, MA, MSFS, AEP (Distinguished), CFP®, a highly regarded financial planner and expert in personal financial planning, is pleased to announce his speaking engagement at the upcoming AICPA Engage 2024 conference.

Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference.

Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference.

Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona.

Houston, TX – Paraklete Financial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston.

Gainesville, FL - Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida.

Newport Beach, CA - Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach.

Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in teaching their signature course:...

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. is a panelist for the AICPA Engage Taming the Compliance Beast presentation.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Multi-Disciplinary Teaming in Tax Advisory Services.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Building Your Tax & Financial Planning Advisory Business

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), authors article, The Importance of Collaboration