0      0

Digital CPA Conference 2019

DCA1912 - Tax Tools & Knowledge Bases

Dec 10, 2019 10:35am ‐ Dec 10, 2019 11:25am

Standard: $49.00


Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy. Firms are fulfilling their role as the trusted advisor to help clients develop a full financial summary and achieve their goals. In this session, hear about tools and ways to mine your 1040 tax client database to find those clients that would most benefit from your leadership in having financial piece of mind.


  • Cari Weston, CPA, CGMA, Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
  • Gail A. Perry, CPA, Editor in Chief, CPA Practice Advisor
Tags: Technical

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