As tax compliance services face increasing competition, now is the time to extend your practice to include a high-value, future-ready personal financial planning service.

This will smooth your workload, bolster your revenue stream, and deepen your relationships with individual tax clients who are seeking advice on topics like cash flow planning, retirement planning, tax planning, and issues in risk management, education planning and more.

In this workshop, you will create a roadmap to formalize your financial planning service line. In two days, you will select your initial service offerings, establish your client positioning, and determine how you will individualize plans for each client within your systematized process to begin offering the service line within weeks of attending.

Leverage your firm’s expertise to offer individual clients an ongoing, recurring engagement that goes beyond answering the annual tax questions.

Learning Objectives

  1. Define the fundamentals of tax and personal financial planning and identify the scope of your firm's offering.
  2. Create a plan to evolve from compliance services only to a compliance and advisory service line.
  3. Explain pricing strategies for recurring advisory services.
  4. Determine your ideal client and client niche, and positioning of the service for these clients.
  5. Identify professional responsibilities and best practices for engagement parameters to avoid scope creep and set proper firm and client expectations.

Prerequisite: None
Advanced Preparation: None
Number CPE credits: 15
Program Level: Overview
Delivery Method: Group Live training with an instructor/SME
Field of Study: Business Management and Organization (Registration # 108347) 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 web site:

Group Discounts for Firms

1 2 3
Regular Price: $1,395
Early Bird Price: $1,095*
Regular Price: $2,550
Early Bird Price: $1,950*
Regular Price: $3,550
Early Bird Price: $2,750*

*Early Bird Expiration: April 19, 2020

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