man signing documents at coffee table
Resources

Is your tax practice future-ready? | PFP learning library webcast archives

Apr 30, 2019 · 57 min watch

SECTION

EXCLUSIVE

Slides

Be ready to take the next step in addressing your clients’ tax and planning needs.

Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever. Now that the rush of tax season is over, you can turn your attention to some planning of your own. Have you thought about formalizing financial planning in your practice?

In this webcast, Lyle Benson, CPA/PFS will share

  • How to position your firm securely for the

Reserved for PFP Section Members

Already a PFP Section Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a PFP Section Member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Discover the benefits of:

PFP Section

Exclusively for

Personal Financial Planning Section

Mentioned in this article

Topics

Personal Financial Planning

Subtopics

Practice Management
Manage preferences

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information

    }