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SOP2406
Proactively Identifying PFP Opportunities in your Income Tax Practice that could Result in Greater Revenues
Date
November 12, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2024 AICPA & CIMA National Tax Conference
Utilize an individual tax return to find extraordinary opportunities by identifying additional revenue. This series guides the practitioner through planning opportunities that are in an individual tax return. This session will provide tools, strategies, and concepts to leverage in your income tax practice to perform PFP services.
Learning Objectives
- Identify areas of planning and implementable solutions.
- Differentiate reactive compliance work from proactive planning value and revenue.
- Recognize ways to convert your tax practice into a high value PFP advisory business.
Speakers
SVP, Senior Wealth Planning Strategist, Comerica Wealth Management
CEO and Senior Wealth Advisor, Compass Capital Management, LLC
Session Categories
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