Podcast: Blockchain and Your Planning & Tax Advisory Practice

July 3, 2018


Blockchain made its public debut 10 years ago, but we are only beginning to understand the uses and impact in our practices. It’s said that blockchain will have the same powerful impact on business transformation as the internet has had. Using imagery, examples and cases, Evan Carroll describes how blockchain works and what it means for your planning & tax advisory practice, including:

  • Client onboarding and profiling
  • Integration with other systems and automation
  • Greater real-time insight into your clients’ progress toward achieving their financial goals

Access the related resources from this podcast:

Don’t miss the other podcasts in this series:

  1. Why you should embrace technology instead of fear it
  2. Blockchain and your planning & tax advisory practice
  3. Cryptocurrency and your personal financial planning clients
  4. How artificial intelligence will help you deepen client relationships

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits