Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including: transferring wealth, protecting assets, funding retirement, college tuition, etc. These CPAs built their financial planning practices from their existing tax practices. They take a holistic approach to the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance. Not only does this expansion of service offerings open up new revenue streams, but it also brings CPA financial planners fulfillment as they work to help their clients realize their financial goals. Join Susan Tillery, CPA/PFS, as she walks through what you need to know to establish a successful financial planning practice in your firm. Understand the wealth of information at your fingertips with your clients’ individual tax returns to ensure that you are considering both tax and financial planning impacts. Use your clients’ tax returns as a roadmap to understand their overall financial situation and derive opportunities to provide them financial planning using a holistic approach. Learn how to formalize financial planning services in your practice to be the most effective you can in providing this advice.
Personal Financial Planning Division,
CPA/PFS, AEP, (Distinguished),
President & CEO,
Paraklete Financial, Inc. and Financial Planning Advocate, LLC
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