The IC-DISC Show

Ep038: Supporting CPA Firms With Their IC-DISC Clients

November 20th, 2022

Today on the IC-DISC Show, we're talking with Brian Schwam, National Managing Director of International Tax at WTP Advisors.

WTP Advisors and Export Advisors are the two founding members of the IC-DISC Alliance, and in this episode, we talk about the work we do with CPA firms to support their clients who have, or would benefit from having, an IC-DISC.

Removing any concern about 'losing' clients to a competitor. This collaborative approach is a great way for CPA firms to expand their client offerings due to the specialist nature of the Alliance work. The flexible engagement model also ensures firms remain in control of the client relationship.

This was a really interesting conversation and highlights the partnership opportunities that allow everyone involved to focus on what they do best.


Show Notes

Be a Guest

About IC-DISC Alliance

About Engineered Tax Services


Brian Schwam