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Steps to add financial planning to your tax practice | webcast

Nov 27, 2023 · 1 hour 59 min watch

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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

Download the Steps PFP to tax

File name: steps-pfp-to-tax.pdf

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