According the AICPA, it is estimated over the next 10 years over 6,600 CPAs and Tax Professionals will be adding Financial Planning Services into their tax practice as an additional service for their clients. CPAs/Tax Professionals have three choices to consider:
1. Not offer (and let the competition distinguish themselves.)
2. Become the Financial Advisor (and spend time, effort, and money learning a completely new profession.)
3. Bring in an outside professional (and oversee the advice being given to clients).
This informative webinar will educate CPAs/Tax Professionals on how to successfully offer Financial Planning Services in concert with Tax Services, utilizing a systematic, proven approach. This allows a firm to offer a better overall advice package leading to better outcomes for clients, while providing market differentiation in an increasingly competitive industry, and much needed revenue to the bottom line of the accounting firm.
Understanding the Financial Services Landscape: Affiliation Models.
Case Study: Collaborative Approach Towards Tax, Estate, and Financial Planning Services Evaluating Options to Incorporate Financial Planning Services
Disconnect Between the Accounting and Financial Services Industry.
Keys To Successfully Integrating Your Tax Advice with Financial Planning Advice.
"Great learning experience"
"I thought the webinar was very interesting and the presenters were excellent."
Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry to the 21st Century Tax Pros team. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax practice.
Todd is sought after speaker at regional and national conferences as a thought leader in the accounting industry. Todd is passionate about sharing his experience with accountants and financial advisors in an effort to help them develop strong strategic partnerships.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211