CPE for Today's CPA-Client Interview

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 client's 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 client's 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 protection

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