The ABCs of Advisory Services
Friday, July 11, 2025
8:30-10:25 a.m. Central
2 CPE (2 technical) | 2 IRS CE
Course code: 25WA-3939
View pricing
Online registration has closed.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register. Please note we are observing summer hours and close at noon on Fridays.
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 objectives
-
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
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
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.
