Tax planning is just the beginning

Financial Planning Advisory Services:
An Extension of Your Tax Practice

Building an advisory service that gives clients peace of mind & grows your revenue.

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.


Who should attend?

“Tax preparers from firms of all sizes looking to build a valuable year-round relationship with individual tax clients, without necessarily offering wealth management services.”

Workshop facilitators

Dan Snyder

Dan Snyder, CPA/PFS, ChFC

Senior Manager - Personal Financial Planning (PA)
Advisory Services and Credentialing
Association of International Certified Professional Accountants

Gail Perry

Gail Perry, CPA

Editor-in-Chief, CPA Practice Advisor

Upcoming dates and locations near you:

Workshop Dates Coming Soon

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: One month prior to event (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:

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact at 888-777-7077.

Program Level: Overview
Prerequisite: None
Delivery Method: Group-Live training with an instructor/SME
Field of Study: Business Management and Organization
Number of CPE credits: 15

No advanced preparation is required to participate in this workshop.


You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact

Learning objectives
At the end of this workshop, attendees will be able to:

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


  • Market Opportunity
  • Core Areas of Personal Financial Planning
  • Structure of the Service Offering
  • Identifying the Client Profile
  • Positioning Personal Financial Planning Services to Clients
  • Licensure & Professional Responsibility
  • Defining Scope & Engagement Letters
  • Pricing Your Value
  • Staffing & Partnering
  • Review of Resources
  • Creating Your Roadmap for a Tax and Personal Financial Planning Advisory Service

The power of smart business

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.

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