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.
Learning 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
Major Topics
• How close is a typical CPA to financial planning
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• Tax-related financial planning activities
• Retirement Planning and financial planning activities CPAs perform
