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.
Learning Objectives
Identify the CPA's role as the lead advisor in a multidisciplinary planning team Determine how to coordinate with other professionals in client engagements Evaluate planning opportunities across estate, financial, retirement, and tax disciplines Recognize strategies for managing communication among advisors Identify risks and professional responsibility considerations
Major Topics
The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility
