CPA.com Financial Planning Advisory Services: An Extension of Your Tax Practice
Oct. 28–Oct. 29, 2020
CPA.com Dexter MI, Dexter, MI
| Live online
Conference details

As tax compliance services face increasing competition, now is the time to extend your practice to include a high-value, future-ready personal financial planning service.

This will smooth your workload, bolster your revenue stream, and deepen your relationships with individual tax clients who are seeking advice on topics like cash flow planning, retirement planning, tax planning, and issues in risk management, education planning and more.

In this workshop, you will create a roadmap to formalize your financial planning service line. In two days, you will select your initial service offerings, establish your client positioning, and determine how you will individualize plans for each client within your systematized process to begin offering the service line within weeks of attending.

Leverage your firm's expertise to offer individual clients an ongoing, recurring engagement that goes beyond answering the annual tax questions.

Learning objectives

  • Define the fundamentals of tax and personal financial planning and identify the scope of your firm's offering.
  • Create a plan to expand from compliance services only to a compliance and advisory service line.
  • Explain pricing strategies for recurring advisory services.
  • Determine your ideal client and client niche, and positioning of the service for these clients.
  • Identify professional responsibilities and best practices for engagement parameters to avoid scope creep and set proper firm and client expectations.
Ratings and reviews
CPA.com Financial Planning Advisory Services: An Extension of Your Tax Practice (In person)
CPE credits
: 15.0
NASBA Field of Study
Business Management and Organization
Delivery Method
Group Live
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