Adding Personal Financial Planning Services to Your CPA Practice

Overview

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions, and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.

Highlights

• Business structure of the practice
• Practice management
• Marketing
• Technology
• Licensing and regulatory requirements
• Personal financial planning process

Designed For

CPAs exploring the possibility of adding personal financial planning services to their practices.

Objectives

• Identify the factors necessary in determining whether it pays to add personal financial planning services to your practice.
• Determine the prerequisites in each area of personal financial planning.
• Determine how to set up, market and employ technology in a financial planning practice.
• Identify licensing and regulatory requirements necessary to operate in this environment.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.