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Steps to add financial planning to your tax practice
Personal Financial Planning
Webcast

Steps to add financial planning to your tax practice

Hear from CPA financial planners who have turned their tax practices into robust personal financial planning practices, one step at a time.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Sarah Bradley, Christopher Benson, Josie Parr, Jared Trexler

Availability

89 days

Product Number

WC4364776

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 Business & partner 
Product Details

Learn from the experiences of successful CPA financial planners

Hear from CPAs who have added personal financial planning services -- tax, retirement, estate, investment and risk management planning -- for their tax clients. They will cover the following topics and more:

  • Developing confidence in delivering financial planning services
  • Making time to offer financial planning services while juggling tax deadlines
  • Encouraging clients to add financial planning services
  • Deciding whether to provide investment advice
  • Using software to automate routine tasks and save time
  • Packaging and billing for services
  • Attracting new clients

This webcast is CFP eligible.

Key Topics

  • Adding personal financial planning to your tax practice
  • Business model considerations

Learning Outcomes

  • Identify how to add personal financial planning services to your tax practice.
  • Determine the technology, revenue model and service offerings available for personal financial planning practices.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment and/or risk management planning services

Free for PCPS members:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
Access
This is a digital product. With full paid access the content will be available to you for 89 days after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Sarah Bradley
CPA/PFS
Sarah Bradley has over 20 years of experience helping clients navigate their financial journeys. With multiple degrees in accounting from North Carolina State University and a foundation built at a Big 4 accounting firm and at Edwards Bradley PC, she offers extensive expertise in personal finance, wealth sustainability, and tax strategy. Sarah is passionate about simplifying financial complexities, ensuring that clients feel empowered and supported throughout their financial journeys. She embraces the shared vision of her late business partner, Dirk Edwards, and embodies the Edwards Bradley core values in her continued work to have a meaningful impact on others. Her commitment to excellence has been recognized by the CPA Practice Advisor, which named her among the Top 40 Under 40 CPAs for three consecutive years, acknowledging her leadership, innovation, and collaborative spirit in advancing the accounting profession. She holds a Certified Public Accountant (CPA) license in North Carolina and the Personal Financial Specialist (PFS) designation, along with both MS and BS degrees in Accounting, graduating Summa Cum Laude from NC State University.
Christopher Benson
CPA/PFS
Chris leads the L.K. Benson & Company financial planning practice and focuses on providing financial advice that covers the full spectrum of your personal finances. With an extensive tax background, he also stays involved in our tax practice, reviewing returns and providing ongoing tax planning. Chris graduated in 2004 from Bucknell University with a Bachelor's degree in Accounting. He then spent 5 years in the tax department at Grant Thornton while working on his Master's in Taxation from the University of Baltimore. After passing the CPA exam and the PFS exam, he joined the firm in 2009. He is an active member of the AICPA Personal Financial Planning (PFP) section, where he formed a networking group of young advisers from across the country. He is also a member and past chair of the personal financial planning committee of the Maryland Association of CPAs (MACPA). Since 2010, he has been actively involved with the Pancreatic Cancer Action Network, helping run various aspects of their annual PurpleStride event in Baltimore.
Josie Parr
CPA
Josie Parr owns a firm focused on providing tax strategies and holistic personal financial planning advisory services to coaches, consultants, and service-based entrepreneurs. She does not manage investments or provide investment advice.
Jared Trexler
CPA
Jared Trexler founded his Registered Investment Adviser firm, Trexler Financial Advisors LLC, in 2018. He also works alongside his dad in their CPA firm. He provides his clients with tax compliance and holistic personal financial planning advisory services, including investment management.
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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