0       0

AICPA ENGAGE 2019


ENG19VCC1 - Is Your Tax Practice Future-ready?


Jun 11, 2019 6:30am ‐ Jun 11, 2019 6:55am

Standard: $49.00

Description

Be ready to take the next step in addressing your clients’ tax and planning needs. Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever. Now that the rush of tax season is over, you can turn your attention to some planning of your own. Have you thought about formalizing financial planning in your practice? 

In this chat, Lyle Benson, CPA/PFS will share: 

  1. How to position your firm securely for the future for your clients, the services you offer, and your current and future staff.
  2. What the landscape is and why this window of opportunity is important to you and your clients. 
  3. How to position yourself as your clients’ primary point of contact. 
  4. How to deepen your relationship with your clients to have a meaningful impact on their financial lives.

Speaker(s):

  • Lyle K. Benson, CPA, PFS, President, L.K. Benson & Company
  • Dan Snyder, CPA/PFS, ChFC, Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing, Association of International Certified Professional Accountants

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content