0      0

Exploring the Evolution from Tax Services to Financial Life Planning

Jun 9, 2020 11:15am ‐ Jun 9, 2020 12:30pm

Credits: None available.


In today's tax practice, firms serving individuals and families face commoditization and other challenges. The value revolves around meeting urgent compliance needs, and not the clients' important life-long goals. CPAs have tremendous knowledge and insights to help clients achieve their goals with financial planning.

During this session, we'll focus on making the shift from reactive question answering to proactive future planning. We'll discuss the financial planning services CPAs can offer, without necessarily offering investment services. Learn how technology can aid your clients in their purposeful approach to making financial decisions to provide peace of mind. Hear how firms are making the transition to this high quality, year-round service to generate revenue and build engagement with individual tax clients.

Most clients can benefit from assistance in achieving or maintaining specific life goals. You've been successful in the first step through tax compliance and planning. Secure the future of your practice by attending this session which lays the groundwork for decisions about integrating a financial planning service.


  • Amy Bridges, M.A. Education, Professional Development Manager, CPA.com
  • Gail A. Perry, CPA, Editor in Chief, CPA Practice Advisor
  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
Tags: PST
Category: Concurrent Session (Onsite and Online)


Credits: None available.

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