Financial Planning: Much Closer Than You Think ON DEMAND

Overview

Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.

Highlights

How close is a typical CPA to financial planning? Tax-related financial planning activities. Retirement planning and financial planning activities CPAs perform.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Recognize services that integrate elements of financial planning and examine what CPAs already do in a typical accounting practice and their complementary skills. Identify tax and estate planning opportunities for retirement plans. Determine minor additions that CPAs can add to support their client’s goals and enhance the current planning experience.

Preparation

None.

Notice

None.