Concurrent Session Onsite and Online
SOP2305. Incorporating Personal Financial Planning into Tax Compliance Practices
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Learning Objectives:
- Differentiate ways to strategically position a practice for growth and success.
- Identify opportunities to add more value to client relationships.
- Identify available resources to support growing and evolving your practice.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
