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Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1805 - Future-proofing Your Services to Individuals

Nov 29, 2018 2:15pm ‐ Nov 29, 2018 3:05pm

Standard: $49.00


Tax reform has brought renewed focus on the value that CPAs bring to their clients in addressing their overall personal financial planning needs. It presents the perfect opportunity for CPAs to open the door to more formalized planning with their clients’ and their personal finances. This session will show the window of opportunity that exists in a changing environment of both other professionals recognizing these same trends and consumers shifting their expectations. Attend this session to gather ideas to remain the primary point of contact and deepen your relationship with your clients and to position your firm securely for the future.

  •  Identify the opportunity that tax reform presents to meet personal finance needs.
  •  Assess the impact of changing consumer perceptions on advisor services.
  •  Analyze ways to leverage key trends to make proactive decisions that will affect your firms’ future.


  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company

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