Roadmap to developing a tax and financial planning business
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Roadmap to developing a tax and financial planning business

2 years ago · 1.6 MB Download

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If you are like most CPAs, your focus is on your clients’ needs. Their needs are changing, and there is an increasing demand for experts capable of providing objective advice to individuals, families and business owners on complex financial situations. With a growing and aging population, your clients and their next generations will need guidance on:

  • Tax

  • Estate

  • Retirement

  • Risk management/insurance

  • Investment planning

These areas can provide additional revenue streams, deeper relationships with clients and increased value of the firm

Download the Roadmap to developing a tax & financial planning business

File name: roadmap-to- tax-financial-planning-business.pdf

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