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