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ENGAGE 2017


PI1707 - The Future of Services to Individuals


Jun 14, 2017 10:50am ‐ Jun 14, 2017 11:40am

Standard: $49.00

Description

This forward-looking session will overview how services to individuals in tax compliance and tax planning, as well as personal financial planning, are expected to evolve in the near future. Understanding key trends in demographics, technology, regulations, evolving consumer needs, and offerings by other service providers will be crucial for CPAs and CPA firm decision makers. Attend this session to gather ideas on how to position your firm for success in the future.

Learning Objectives:

  • Recognize the vast opportunities and potential threats to the CPA profession
  • Identify key trends that will affect decisions that CPAs and CPA firms will need to make in the next five years
  • Recognize how consumers perceive these services
  • Indicate the key actions that CPAs and CPA firms can proactively take to be relevant and remain best positioned for the future and indicate the actions the AICPA is undertaking and considering in this space

Speaker(s):

  • Lyle K. Benson, CPA, PFS, President, L.K. Benson & Company
  • Andrea Millar, CPA/PFS, Associate Director - Personal Financial Planning, AICPA
Tags: PI PFP NAA EST TAX PST AAM

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