The CPA as Strategic Advisor: Leading the Client Advisory Team
Overview
This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.
The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.
Highlights
- The CPA as team leader Roles of key advisory professionals
- Identifying cross-disciplinary planning opportunities
- Coordinating planning strategies
- Communication and collaboration
- Structuring advisory relationships
- Risk and professional responsibility
Prerequisites
Basic knowledge of individual taxation
Designed For
CPAs, EAs, tax professionals, and attorneys, as well as other financial professionals involved in tax planning and client advisory services
Objectives
- Identify the CPA's role as the lead advisor in a multidisciplinary planning team
- Determine how to coordinate with other professionals in client engagements
- Evaluate planning opportunities across estate, financial, retirement, and tax disciplines
- Recognize strategies for managing communication among advisors
- Identify risks and professional responsibility considerations
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $179.00
Member Price $149.00