New Planning Opportunities for Tax & Financial Planners 

Originally aired 07/11/2014 

Seminar recording | Presentation material | Article

With 5 million baby boomers retiring a year, new complexity in the financial planning landscape due to recent legislation, a redefinition of estate planning given higher exemptions, and a multi-layered tax system affecting virtually all of your clients’ personal financial planning decisions, CPA financial planners have an unprecedented opportunity to demonstrate their value to clients by providing guidance, planning and tax expertise. Furthermore, the outlook for providing financial planning services is strong. Financial planning is forecasted to grow two times faster than the accounting industry through 2017 (IBIS World 2012 and Deloitte).

In this presentation, Sidney Kess, CPA, J.D., LL.M. and Martin Shenkman, CPA, MBA, PFS, AEP, JD assist practitioners in understanding new planning opportunities in light of changes in the tax paradigm, client demographics, technology, and clients’ views of professional services.




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