There has never been a better time to focus on tax planning services to give clients high value. Integrating this with financial planning and investment management is even better. In this episode of the PFP Section podcast, Andrea Millar, RLP®, CPA/PFS, interviews Debbie Taylor, CPA/PFS, JD, to get her take on how to deliver the services that will make the largest impact for clients while also giving you high satisfaction. They discuss:
- What’s so important about identifying a target market/niche?
- How should advisors think about the services they offer and how to position these to clients?
- What are the downsides to not including investment management in your offerings?
- What are the services that should be delivered to pre-retirees?
- What are the “Five Tax Gotchas?”
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- Use the Guide to Financial & Estate Planning to guide the advanced planning conversations with clients.
- Register for the August 1st webcast with Steve Siegel to get a head start on planning ahead of the sunset. Free CPE is included for PFP Section members.
- Find resources to build your tax and financial planning advisory services.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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