Moving from Tax Preparer to Financial Planner 

    Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children,  transferring wealth, protecting assets, funding retirement, etc.  These CPAs have built their financial planning practices off of their existing tax practices, and take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance. Not only does this expansion of service offerings open up new revenue streams and increase retention of clients and staff, but also brings CPA financial planners fulfillment as they work to help their clients realize their financial goals.

    2014 Webcast Series: From Tax Preparer to Financial Planner: The Road Best Traveled (on-demand recordings) 

    The following steps will help you transition from tax preparer to financial planner:

    Step 1: Understanding
    the Value of Financial Planning
    (October 2014)

    Overview: From Client Tax Returns to Value-Added Financial Planning: How CPAs Can Get in the Game
    Michael Goodman (Moderator), Randy Abeles, Chris Benson, Susan Tillery, Dave Stolz

    Access Library

    Step 2: Moving from Tax Planning to Integrated Financial Planning for Individuals, Families and Business Owners
    (October 2014)

    Overview: Expand Your Financial Planning Practice through Your Client’s Tax Return
    Bob Keebler, Ted Sarenski and Susan Tillery

    Access Library

    The Practical Side of Investment Planning
    Bob Keebler, Ted Sarenski and Scott Sprinkle

    Access Library

    The Practical Side of Estate Planning
    Bob Keebler, Ted Sarenski, Steve Siegel, Scott Sprinkle and Susan Bruno

    Access Library

    The Practical Side of Retirement Planning
    Ted Sarenski, Steve Siegel and Scott Sprinkle

    Access Library

    The Practical Side of Risk Management & Insurance Planning
    Ted Sarenski, Susan and Tom Tillery

    Access Library

    Comprehensive Personal Financial Planning Case Study
    Ted Sarenski, Susan and Tom Tillery

    Access Library


    Step 3: Implementing Personal Financial Planning Services:
    Plans for Success

    January 16-17, 2016
    Live workshop at the Bellagio
    Las Vegas

    Registration will be provided at a later date

    • PFP Business Models: True Stories from Successful CPAs
      • A panel of 9 successful CPA financial planners will walk you through the benefits, challenges and best practices— helping you identify the best structure for your practice and clients
    • How to Get Started 
    • Regulatory & Compliance
    • PFP Technology
    • Practical Approach to Client Meetings


    A A A

    Copyright © 2006-2015 American Institute of CPAs.