The ABCs of Advisory Services

Wednesday, September 14, 2022
Webcast or Webinar, Online
11:00AM - 12:55PM (opens at 10:30AM) EST
2Credits
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price
Course Type: Webcast
Course Code: 22/AC956094
Level: Intermediate
Vendor: ACPEN
Field of Study: Taxes

Overview:

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.

 

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

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

Designed For:

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

Prerequisties:

None
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org