Jay Poskanzer

Jay Poskanzer currently serves as a CPA Team Based Model Consultant at Elite Resource Team, where he leverages his extensive financial expertise to enhance the collaborative efforts between financial professionals and Certified Public Accountants. In this role, Jay focuses on developing strategic partnerships that empower CPAs to deliver comprehensive wealth management, tax planning, and retirement strategies to their clients. His deep understanding of financial planning, combined with his certification as a Certified Tax Coach (CTC), enables him to craft innovative solutions that optimize tax efficiency and minimize risk.

One of Jay’s key projects involves implementing team-based models that foster proactive client engagement, helping CPAs to identify opportunities for tax savings and wealth growth before issues arise. By integrating financial services such as life and disability insurance, strategic planning, and business brokerage, he assists CPAs in expanding their service offerings while reducing the risks associated with client referrals to third parties. Jay’s expertise in marketing and customer service further supports these initiatives, ensuring that client relationships are strengthened through personalized, strategic advice.

Through his work at Elite Resource Team, Jay is committed to empowering CPAs with the tools and knowledge necessary to retain clients and grow their practices confidently. His approach emphasizes risk management, proactive planning, and strategic collaboration—key elements that drive success in today’s complex financial landscape. With his comprehensive skill set in wealth management, finance, and strategic planning, Jay Poskanzer continues to be a valuable resource for CPAs seeking to elevate their practice and deliver exceptional value to their clients.