Accounting for Individuals

Tax Preparation

• Keys to Growing a Successful Tax Preparation Practice
• Using Tax Preparation to Expand Your Practice
• Evaluating Tax Preparation Software
• Converting Your Tax Clients into Personal Financial Planning Clients

Personal Financial Planning

• PFP: A Golden Opportunity for CPAs
• What Clients Want from a Financial Advisor
• The Dawn of Professional Collaboration
• How to Form Successful CPA – Financial Advisor Alliance

Advanced Planning Opportunities

• Estate Planning and the CPA
• Managing the Family Office
• The Challenges and Opportunities in Multi-Generational Planning