If you are like most CPAs, your focus is on your clients’ needs. Their needs are changing, and there is an increasing demand for experts capable of providing objective advice to individuals, families and business owners on complex financial situations. With a growing and aging population, your clients and their next generations will need guidance on:
Tax
Estate
Retirement
Risk management/insurance
Investment planning
These areas can provide additional revenue streams, deeper relationships with clients and increased value of the firm