Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard’s ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses:
Why trust companies are a great platform for CPAs to provide these services
How CPA tax professionals can provide value in the investment area
Why tax expertise is second to none in being able to provide sound financial planning advice
How he integrates lifestyle planning into his services and how this plays into the future of financial planning
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
Access the financial planning checklist to identify opportunities from your client’s tax return.
Use the personal finance scorecard to have your clients rate themselves in the areas of financial planning.
Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series.
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.