What makes you an invaluable voice in your clients’ lives? In this podcast, Lyle Benson and Ted Sarenski share a sneak peek of the Best Ideas Panel, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Find out:
- What are the practical applications of tax reform and how can you implement this with your clients?
- How do you translate the financial planning and tax theory into practical applications for your clients?
- How do you make the most of your conference experience so that you can best serve your clients when you return to the office?
Dig deeper into this topic and other meaningful opportunities at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE.
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.