ENG25LL08. Taking the First Step: Integrating Planning and Advisory Services Into Your Tax Practice - IN PERSON ONLY

Join us for an insightful lunch-and-learn session where we explore the essential first steps in integrating personal financial planning (PFP) into your tax practice. This session is led jointly by AICPA staff in the PFP and Tax Sections and designed to provide you with practical strategies and actionable insights to enhance your services and better support your clients' financial well-being.

Learning Objectives:

• Identify ways to future-proof your tax practice offerings.
• Identify key areas within your current practice where planning and advisory services can be seamlessly incorporated.
• Recall step-by-step guidance for applying strategies on how to start offering advisory services.
• Identify how to effectively communicate the value of newly added services to your clients.