Roadmap Workshop to Developing a Tax and Personal Financial Planning Advisory Service
Nov. 14–Nov. 15, 2019
AICPA New York Office, New York, NY
| Live online
Conference details

Tax compliance services are not enough for clients who have an incomplete understanding of their personal financial situation and are seeking advice on topics like cash flow planning, retirement planning, tax planning, education planning, issues with risk management, and more.

As preparation services face increasing competition, now is the time to build a high-value, future-ready personal financial life planning service for individual clients. This will smooth your workload, bolster your revenue stream, and deepen your relationships with clients.

In this workshop, you will receive a roadmap to build this service model, learn from practitioners that have already expanded successfully, and receive action-oriented tools to get you there faster.

Leverage your firm’s expertise to offer individual clients a service that answers their questions about personal financial planning, and provides you ongoing, recurring engagements that go beyond producing tax returns.

Learning objectives

  • Define the fundamentals of tax and personal financial planning and identify the scope of your firm's offering.
  • Create a business plan to evolve from compliance services only to a compliance and advisory service model.
  • Explain pricing strategies for recurring advisory services.
  • Review the technology available to effectively deliver these services.
  • Identify professional responsibilities and best practices for engagement parameters to avoid scope creep and set proper firm and client expectations.
Ratings and reviews
Roadmap Workshop to Developing a Tax and Personal Financial Planning Advisory Service (In person)
CPE credits
: 15.0
NASBA Field of Study
Business Management and Organization
Delivery Method
Group Live
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