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AICPA ENGAGE 2019


TAX19102 - Inside the Tax Studio: The CPA's Expanding Role in a Client's Tax & Financial Planning


Jun 10, 2019 5:10pm ‐ Jun 10, 2019 6:00pm

Description

In a discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, a panel of tax and financial planning practitioners will explore the expanding role of the CPA and discuss alternative services to add to their practices including:

1. Personal Financial Planning and Wealth Management services
2. Estate and Trust Administration services including fiduciary income tax consulting and return preparation
3. Income Tax Basis Planning
4. Insurance Needs Planning including life, disability, property and casualty and long term care insurance
5. Elder Care Services & Personal Finances Management

Speaker(s):

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