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(LIVE) CPE for Today's CPA-Client Interview

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of StudyLive WebinarNONENONETaxesExperience LevelCourse IDCPE CreditsAuthorOverview WR.130.LW1Arthur Werner, Anthony RoccaCPE for Today's CPA-Client InterviewCourse Description:During this course we will look at the questions you ma ...Read more
$39.00 each


  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Live Webinar NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR.130.LW 1 Arthur Werner, Anthony Rocca

CPE for Today's CPA-Client Interview

Course Description:
During this course we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients needs and the reason for his/her decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients background will help you address there needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

Who Should Attend: CPAs, EAs, attorneys, other tax professionals, and financial planners

Topics Covered:
Interviewing a client
Determining financial plans
Asset protections

Learning Objectives:
Understanding your client and their needs
Identifying the protections available to meet your clients needs


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