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Technical

From Client Tax Returns to Value-Added Planning: A Guide for CPAs Logo aicpa

  Andrea Millar, CPA, PFS |   Free for PFP Section Members |   AICPA |   2013 |   AICPA.org

PFP practices can provide CPAs with additional revenue streams, deeper relationships with clients and less dependence on the busy season and meet the growing need for experts capable of helping individuals develop and execute wealth-building strategies.

Topics covered:
  • Tax: Technical: Practice management & professional standards, Foundational
  • Personal financial planning: Technical: Estate planning, Foundational
  • Personal financial planning: Technical: Charitable planning, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning, Foundational
  • Personal financial planning: Technical: Compensation & benefits, Foundational
  • Personal financial planning: Technical: Investment planning, Foundational
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Practice management & professional standards, Foundational

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