Tax planning is just the beginning
CPA.com
Financial Planning Advisory Services:
An Extension of Your Tax Practice
Building an advisory service that gives clients peace of mind & grows your revenue.
As tax compliance services face increasing competition, now is the time to extend your practice to include a high-value, future-ready personal financial planning service.
This will smooth your workload, bolster your revenue stream, and deepen your relationships with individual tax clients who are seeking advice on topics like cash flow planning, retirement planning, tax planning, and issues in risk management, education planning and more.
In this workshop, you will create a roadmap to formalize your financial planning service line. In two days, you will select your initial service offerings, establish your client positioning, and determine how you will individualize plans for each client within your systematized process to begin offering the service line within weeks of attending.
Leverage your firm’s expertise to offer individual clients an ongoing, recurring engagement that goes beyond answering the annual tax questions.
Who should attend?
“Tax preparers from firms of all sizes looking to build a valuable year-round relationship with individual tax clients, without necessarily offering wealth management services.”
Workshop facilitators
Dan Snyder, CPA/PFS, ChFC
Senior Manager - Personal Financial Planning (PA)
Advisory Services and Credentialing
Association of International Certified Professional Accountants
Upcoming dates and locations near you:
Workshop Dates Coming Soon
Regular Price: $1,395
Early Bird Price: $1,095*
Regular Price: $2,550
Early Bird Price: $1,950*
Regular Price: $3,550
Early Bird Price: $2,750*
*Early Bird Expiration: One month prior to event
CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact CPA.com at 888-777-7077.
Program Level: Overview
Prerequisite: None
Delivery Method: Group-Live training with an instructor/SME
Field of Study: Business Management and Organization
Number of CPE credits: 15
No advanced preparation is required to participate in this workshop.
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact inquire@hq.cpa.com.
Learning objectives
At the end of this workshop, attendees will be able to:
Agenda:
- Market Opportunity
- Core Areas of Personal Financial Planning
- Structure of the Service Offering
- Identifying the Client Profile
- Positioning Personal Financial Planning Services to Clients
- Licensure & Professional Responsibility
- Defining Scope & Engagement Letters
- Pricing Your Value
- Staffing & Partnering
- Review of Resources
- Creating Your Roadmap for a Tax and Personal Financial Planning Advisory Service
The power of smart business
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.
To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.