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DTSTAMP:20260521T000842Z
DTSTART:20270204T210000Z
DTEND:20270205T010000Z
LOCATION: Your Desk
SUMMARY: The CPA as Strategic Advisor: Leading the Client Advisory Team WEBCAST
DESCRIPTION: This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys\, financial planners\, insurance professionals\, and bankers to deliver integrated planning strategies. The course emphasizes identifying opportunities across estate\, financial\, retirement\, and tax planning while managing collaboration and delivering cohesive client solutions.
CLASS:PUBLIC
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