CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client’s life. CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves.

Learn a high-level three-prong approach to guide you in identifying and evaluating a client’s particular situation, determining the weaknesses and exposures that could exist for the client, and helping to implement sound financial planning recommendations to ensure that the client is following a specific, tailor-made financial plan by the CPA.

Advanced topics includes understanding the personal financial planning process and key financial planning disciplines including cash flow management, insurance, investments, retirement, estate, education, niche topics focusing on planning for divorce, closely-held business owners and highly compensated executives, and more!

Join course presenter Jeff Rattiner, CPA, CFP(r) as he identifies a unique approach for providing personal financial planning services, whether you’re performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, he will also help you analyze income tax returns based on the financial planning issues of the client.