The ABCs of Advisory Services
Saturday, June 21, 2025
Webcast or Webinar, Online
9:30 AM - 11:25AM (opens at 9:00 AM) EST
2Credits
Technical Business
Registration is Open
Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price
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$40.00 Members / $56.00 Non-Members
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Course Type: Webcast
Course Code: 25/AC878277
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