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Technical

Moving from Tax Preparer to Financial Planner

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Free | AICPA | AICPA.org

Practice management & professional standards
Foundational
Article

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Learn about why many CPA financial planners added financial planning services to their tax practices.

Topics covered:

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

Technical

Moving from Tax Preparer to Financial Planner

Comments/Reflections

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