Profits are the lifeblood of business. By eliminating unnecessary expenses, you will directly impact business profitability. This course is meant to help CPAs identify and quantify unnecessary losses attached to a key business expense—the fees businesses pay to accept credit cards from their customers—and learn how to eliminate them. The course explains how the merchant processing business and associated fees work to render the business owner defenseless, and teaches CPAs and business owners how to recognize the adversarial relationship created by this unregulated financial service.

Business owners depend on their businesses, and businesses equally depend on their owners.  This symbiotic relationship is fragile and fraught with risk. Learn how business owners can easily address this exposure by creating asset protection and retirement income financial strategies, at no cost, by repurposing profits previously lost on merchant services fees. By the end of this course, CPAs will know how to implement a simple yet novel “double arbitrage” strategy. This strategy defends business owners against the “steal” that are the unnecessary and hated merchant services fees. At the same time, it offers business owners a method for implementing guaranteed asset protections that will enable them to avoid having to liquidate their business in case of unexpected illness.

Learning Objectives:

• Recognize problems associated with unregulated financial services and why they pose significant risk to businesses.


• Pick-up insider tips and tricks about the merchant services industry to defend clients against deceptive and unfair business practices.


• Learn how to implement a novel double arbitrage financial strategy to help your clients and differentiate your practice.


• Learn how to effectively give back 5-10% equity to business owner clients.