Financial Planning Overview

This course, based on the highly rated session from the AICPA Tax Strategies Conference, offers an overview of best practices in dealing with financial planning for your clients. At the end of this audio course, you will be able to:

• Analyze the financial planning profession, especially in light of the recent market volatility.
• Identify some of the practice management issues practitioners face and the tools they use.
• Assess some of the issues facing clients.
• List some of the resources available to CPAs in the financial planning area.

Listen in as Lyle K. Benson, Jr., CPA/PFS, CFP, of L.K. Benson & Company in Baltimore, Maryland, and Jerry Love, CPA/PFS, CFP, of Davis, Kinard & Company, P.C. in Abilene, Texas, discuss these important topics in financial planning.

Note: The Conference On-Demand will be available immediately after completing the purchase process Access instructions will be shown on the Order Confirmation Screen and also included in the Order Confirmation Email This course is not transferrable to other users Only the purchaser/user will be able to earn CPE credit.