2023 Best Financial Planning Ideas for Your Clients
Leading CPA financial partners share how they’re planning to tackle the year ahead to best serve their clients.
Format
Webcast
Date
Feb 13, 2023
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
WC4039808
Financial planning strategies for 2023
Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies.
Hear how leading CPA financial partners are preparing for the year ahead in topics areas such as:
- What they are doing as a result of tax legislative changes
- How they are continuing to deepen relationships and elevate the experience for their clients
Key Areas
Also hear about financial planning strategies they are considering for clients in the areas of:
- Tax
- Estate
- Retirement
- Investments
- Risk management
- Charitable planning
- Education planning
Key Topics
- Determine planning techniques to consider for individual clients
- Understand tax law changes relevant to individual clients
Learning Outcomes
- Identify ideas in the areas of tax, retirement, estate, investment, and risk management planning to consider for your clients in the year ahead.
- Determine the latest with tax law changes that affect individuals.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
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