Your CPA Practice and Financial Planning 


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.




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

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

Seminar recording


Presentation

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

Overview: Expand Your Financial Planning Practice through Your Client’s Tax Return

Bob Keebler, Ted Sarenski and Susan Tillery

Seminar recording

Presentation

The Practical Side of Investment Planning

Bob Keebler, Ted Sarenski and Scott Sprinkle

Seminar recording

Presentation

The Practical Side of Estate Planning

Bob Keebler, Steve Siegel, Scott Sprinkle and Susan Bruno

 Seminar recording

Presentation

The Practical Side of Retirement Planning

Ted Sarenski, Steve Siegel and Scott Sprinkle

 Seminar recording

Presentation

The Practical Side of Risk Management & Insurance Planning

Susan Tillery and Tom Tillery

 Seminar recording

Presentation

 

Comprehensive Personal Financial Planning Case Study

Susan Tillery and Tom Tillery

Seminar recording

Presentation

Step 3:   Building a PFP Services Practice

                Jun 12-15, 2017


Live workshop at the MGM Resort, Las Vegas

Registration will be provided at a later date

 

 

 

 

 

 

 

 

 




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