Tax Practitioner Formalizing PFP Services | AICPA ENGAGE 2019

The Versatile Tax Adviser

Tax Practitioner Formalizing PFP Services

Up to 54.5 CPE

Conference:

Advanced Personal Financial Planning

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus personal financial planning

In your toolkit:

  • Tax, retirement and estate planning
  • Tax reform and legislation
  • Practice management
  • Financial planning software

Your agenda at AICPA ENGAGE 2019

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