The ABCs of Advisory Services (OnDemand}

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner

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Available Formats:        
Advanced Preparation: None
Experience Level: Overview
Program Prerequisites: General Understanding 
Course ID: EWTFM-T-01899-22-O | 6233-CE-0615
Published Date: © November 2021


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.

Topics include:
  • 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

Learning Objectives:

After reading the course material, you will be able to:

  • 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

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: