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Implementing Conference Strategies: How to Grow Your Practice and Better Serve Your Clients
Date
November 19, 2013
Learn how you can take the ideas from this and other conferences and implement them right away in helping your clients achieve their tax and financial planning goals. Discover the tools available from the Personal Financial Planning and Tax sections of the AICPA for you to improve the profitability of your practice and how leading CPA financial planners use them day to day. Learn why the present time is so critical to integrating tax and financial planning for your clients now!
Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Founder and President, L. K. Benson & Company
Specialties
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