Podcast: Planning & Tax Advisory: Role of CPA as Hyper-Specialist

September 14, 2018


CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are exciting times that bring opportunities for you to lead the profession into the future with a focus on your clients’ needs. CPA financial planners Lyle Benson, Deborah Meyer, and Tracy Stewart discuss how to hyperspecialize in niche areas of planning & tax advisory services:

  • How to communicate your value as a CPA financial planner and that you offer niche services in planning & tax advisory services
  • How serving as a hyper-specialist has impacted their clients’ lives
  • Working together with a team of professionals to serve the client’s best interest
  • Advice and resources for CPAs looking to hyperspecialize

Access the new Planning & Tax Advisory Services resources discussed in this podcast at aicpa.org/growadvisoryservices.

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.