November 21, 2022


Webinar


2 Total CPE Credits

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The ABCs of Advisory Services

Learning Objectives

  • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice.

Major Topics

  • Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
  • Changes in the landscape of a tax practitioner’s practice
  • The bridging of services
  • Getting started – Where do your clients fail?
  • Understanding the primary planning issues for all clients
  • Estate and Gift issues
  • Traps, pitfalls, and tips in planning
  • Practical steps in establishing a tax advisory and wealth management services practice
  • Domicile issues

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Provider

ACPEN

This event has ended.