2021 Best Planning Ideas for You, Your Clients, and Your Business
Join a panel of leading CPA financial planners as they discuss how their firms have changed as a result of COVID-19, and their best ideas for success in the new year.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Lyle K. Benson, Michael Goodman, Scott Sprinkle, Sue Stevens
Availability
3 months
Product Number
WC2995572
Ideas for success in 2021
2020 was an unprecedented year with a health crisis that has no certainty of an end in sight. The ramifications to our personal and professional lives have been far and deep.
Join a panel of leading CPA financial planners as they discuss how their firms have changed as a result of COVID-19, and their best ideas for success as we head into the new year, including:
- Keeping staff engaged while working remotely
- Leveraging technology to increase effectiveness within firms
- Maximizing the experience for clients in this environment
- Communication techniques to guide client conversations
- Top tax strategies with a newly elected president and congress
- Retirement, estate, investment and risk management planning for the new year
- Keeping calm and moving forward through it all
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- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
- Tax and financial planning firm practice management
- Techniques for creating a successful client experience
- Tax, retirement, estate, investment and risk management planning
- Self-care
- Determine how to make your tax and financial planning business run effectively in today’s environment
- Determine how to create a successful experience for your clients, including how to best communicate in the current circumstances
- Identify the top tax, retirement, estate, investment, and risk management strategies for the year ahead
- Determine tips for taking the best care of you, so that you can be your best for others
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2 to 5 registrants
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