Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

24WA-5488: The ABCs of Advisory Services (Webinar)

Tuesday, September 3, 2024
10:00am - 11:55am Central Time
2 CPE (2 technical)

Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

  • Monday, August 5, 2024 - Webinar
  • Friday, August 9, 2024 - Webinar
  • Saturday, August 17, 2024 - Webinar
  • Friday, September 13, 2024 - Webinar
  • Monday, October 7, 2024 - Webinar
  • Friday, October 11, 2024 - Webinar
  • Saturday, October 19, 2024 - Webinar
  • Monday, November 4, 2024 - Webinar
  • Friday, November 8, 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

  • Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)
  • Changes in the landscape of a tax practitioner's practice
  • The bridging of services
  • Getting started -- Where do your clients fail?
  • Understanding the primary planning issues for all clients
  • Estate and Gift issues
  • Traps, pitfalls, and tips in planning
  • Practical steps in establishing a tax advisory and wealth management services practice
  • Domicile issues

Learning objective(s)

  • 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


Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
of study
Consulting services
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Receive a full refund if you cancel at least four business days before the event start date. Learn more
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog