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TAX18NL01 - Lunch & Learn: Starting a PFP Practice

Jun 12, 2018 12:50pm ‐ Jun 12, 2018 1:40pm

Standard: $49.00


CPAs with an eye to the future know that tax season is also opportunity season. CPAs in tax have begun offering a broader slate of services that more completely address their individual clients’ needs. These services can provide CPAs with additional revenue streams, deeper relationships with clients and less dependence on the busy season. Perhaps more importantly, practitioners can meet the growing need for experts capable of providing objective advice to individuals, families and business owners on complex tax and planning needs. This promises both more opportunity for practitioners and better service for clients. In this session, you will learn how to address changing client demands today in a way that positions you for success both now and in the future.

Learning objectives:

• Understand how expanding services to individuals can help address changing client needs and demands
• Learn how to position yourself and your firm as the provider of integrated tax and financial planning services

Pre-registration is required for these lunch sessions – seats are limited.


Tags: TAX

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