24WA-0352: The ABCs of Advisory Services (Webinar)
Thursday, May 30, 2024
3:00pm - 4:55pm Central Time
2 CPE (2 technical)
- Saturday, May 18, 2024 - Webinar
- Monday, June 3, 2024 - Webinar
- Saturday, June 15, 2024 - Webinar
- Tuesday, June 18, 2024 - Webinar
- Friday, June 28, 2024 - Webinar
Over the next decade, the area of "Advisory Services" has the greatest potential for growth in your practice. Complexities within your clients' financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Major subjects
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Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)
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Changes in the landscape of a tax practitioner's practice
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The bridging of services
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Getting started -- Where do your clients fail?
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Understanding the
Learning objective(s)
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To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice.
Who should take this program?
CPAs, EAs, attorneys, financial planners, insurance agents and bankers
Fees
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you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
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to receive member fee.
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|