Tax and Financial Planning Services
Clients are looking to you
生活的变化可能很难驾驭,但你可以为你的客户提供通往成功的路线图. 你不必成为他们财务生活各个领域的专家来充当他们的主要联系人. Whether they’re concerned with funding retirement, selling their business, going through a divorce, or dealing with end of life issues, let them start with you.
The changing landscape is your planning opportunity
CPAs practicing in tax are experts in tax services. And with tax reform making things more complicated, clients will be looking for help navigating the changes. 这让您有机会与他们进行重要的计划讨论. 了解规划策略是如何发展的,并保持最新 on tax law changes.
As a CPA, you’re perfectly positioned
也许你已经开始提供税务和财务规划服务,或者你仍在考虑提供这些服务. Either way, 通过教育你的客户你能为他们做什么, 你会加深与客户的关系,从而提高客户保留率,并获得更多的个人和职业成就感.
Start with tax and financial planning 101
Tax and financial planning includes five main areas: tax, retirement, estate, risk management and investment planning. 通过逐行查看Form 1040,了解如何识别额外的服务机会 free tax return analysis checklist.
Access resources to support you
How do you nurture client relationships, 当机会出现时,保持头脑清醒,并管理一个有利可图的实践? 个人理财组和税务组的会员资格将帮助你做到这一点. Get access to a library of technical guides, communication tools, 实践管理资源和多达16小时的免费CPE.
Dive in with training courses
The personal financial planning boot camp 设计的目的是让您使用真实的场景逐步通过每个核心规划区域. 如果你喜欢一次只学习一个188bet亚洲真人体育下载——在你空闲的时候——看看这些计划 certificates, arranged by topic area.
Check out your learning options
Planning & tax advisory training courses
This video shares two educational opportunities, 理财证书及个人理财训练营, for you to consider.
More on AICPA TVA roadmap to get you started
无论你在旅途的哪个地方,这条路都是你的. And the Roadmap to developing a tax & financial planning business will guide you along the way.
Demonstrate your expertise
As a CPA, 你被认为是一个值得信赖的顾问,拥有有效服务客户所必需的技能和道德. 添加PFS凭证可以让客户知道您是他们财务需求的主要联系人. CPA+PFS is beyond powerful.
Communicate your value
当你的客户经历了影响他们财务状况的生活事件, you’ll be the person they come to first for help. 通过给自己贴上188bet亚洲真人体育下载网址财务规划师的标签,确保你的客户知道你可以帮助他们. Let them know you offer these services. If you don’t offer these services, 告诉他们你将代表他们和一群专业人士一起工作.
美国188bet亚洲真人体育下载提供丰富的税收和财务规划资源,帮助您培养客户关系, 当机会出现时,保持头脑清醒,并成功地实践.
Get started today with:
Tools to help you work with clients
- Personal Finance Scorecard -启动与客户和潜在客户的对话,了解他们的财务问题.
- Analysis of a Tax Return Checklist -使用此检查表检查1040,以确定规划机会和客户需求.
- More Services. More Clients. Better Relationships Guide 了解如何加深与客户的关系,巩固自己作为客户最信任的顾问的角色
- Proactive Planning Toolkit -确保您的税务和财务规划建议考虑到最新的规章制度.
- Tax Planner’s Field Guide -使用这个方便的参考来帮助指导你全年重要的税务遵从日期和每月计划的想法
Training and learning opportunities
- CPA/PFS Program, including the PFP certificate pathway and the new experienced track -展示你的知识和能力,作为PFS证书的主要联系人.
- 在AICPA ENGAGE建立一个税务和财务规划的会前研讨会, June 4-5, 2022 -进行2天的深度潜水,涵盖你需要知道的一切,以开始你的PFP实践.
- 美国188bet亚洲真人体育下载举办高级个人理财会议, June 6-9, 2022 – Participate in the highly esteemed, in-person conference which provides top-notch speakers, thought leadership and networking with peers.
Tools to help you transform your business
- 建立税务和财务规划商业播客系列 -系列播客,由成功的理财师组成,讲述他们的理财服务
- Roadmap to developing a tax & financial planning business – guide to help you establish and grow your practice
- 技术为个人理财规划业务工具包 -一组资源,帮助您做出技术决策,并在您的公司实施它们
- The CPA’s Guide to Investment Advisory Business Models -深入讲解提供投资建议的规则
- CPA financial planner marketing toolkit -收集客户和潜在客户的资料,以帮助您宣传您的服务,并展示与188bet亚洲真人体育下载网址财务规划师合作的好处
Membership in both the Personal Financial Planning Section and the Tax Section will help you do just that. Get access to a library of technical guides, communication tools, 实践管理资源和多达16小时的免费CPE.