12. Tax Tools & Knowledge Bases

Dec 10th, 2019

10:35 AM11:25 AM

Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy. Firms are fulfilling their role as the trusted advisor to help clients develop a full financial summary and achieve their goals. In this session, hear about tools and ways to mine your 1040 tax client database to find those clients that would most benefit from your leadership in having financial piece of mind.

Session Info

Session Types

Concurrent Session

Credit Info

Knowledge Level

Overview

Fields of Study

None

Prerequisite

None

Advanced Preparation

None

CPE Credits

1

Session Speakers

Cari Weston

CPA, CGMA
Director, Tax Practice & Ethics - Tax Section, Association of International Certified Professional Accountants

Gail Perry

CPA
Editor-in-Chief, CPA Practice Advisor