Use your client’s tax return to provide valuable financial advice | PFP learning library webcast archive
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Use your client’s tax return to provide valuable financial advice | PFP learning library webcast archive

1 year ago · 1 hour 4 min watch

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Reviewed as of January 2023

Are your clients asking questions that go beyond taxes? With the increased demand and projected growth of personal financial planning services in areas such as retirement, estate, risk management and investments, clients are looking to their CPA as their trusted advisor. Part 1 of this 2-part webcast series Chris Benson, Carolyn Larsen-Wieber and Tim Todd will help you use your client’s tax return to gain a snapshot of their current financial situation and begin to

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File name: 20211108-valuable-financial-advice.pdf

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