Learn how you can use your client's tax return to gain a snapshot of their financial situation and offer advice that goes beyond taxes.
Nov 08, 2021
NASBA Field of Study
Christopher Benson, Timothy M. Todd, Carolyn Larsen-Wieber
There is an increased demand of personal financial planning services in areas such as retirement, estate, risk management and investments. CPAs are needed as trusted advisers.
Part 1 of this 2-part webcast series will help you develop a closer relationship with clients by covering all of their financial planning needs, including:
Group ordering for your team
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