Tax, Retirement, Estate, Risk Management & Investments

With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for their trusted adviser to guide them through the complexities.

Research has shown that these clients and prospects want their adviser to be their primary point of contact who can integrate their full spectrum of personal finance needs throughout their lives and CPAs are perfectly positioned to do this.

Stepping into an expanded role to offer tax and financial planning services is a meaningful venture as most CPAs find that these services provide fulfillment and value for their clients and themselves.

If you’re up for the opportunity, this two-day seminar will give you the tools you need to get underway in offering tax and financial planning services.

Learning objectives:

• Recognize the future of services to individuals
• Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate with, present, and deliver services to clients
• Identify compliance, technology, and practice management considerations
• Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
• Identify your game plan forward and your next steps

Moderator

Ted Sarenski, CPA/PFS, CFP^®, AEP^®, has gotten a taste for providing PFP services in a larger CPA firm and on his own. He also has experience with selling his business and reaping the rewards. He provides fee-only financial planning and investment services.

Panel

Mark Astrinos, CPA/PFS, CFP^®, RLP^®, created his PFP firm in recent years and purchased another practice. He provides personal CFO services that include life planning, financial planning, and investment planning for a fixed fee.

Jean-Luc Bourdon, CPA/PFS, runs a fee-only financial planning and investment management firm affiliated with a Turnkey Asset Management Provider. He previously developed a Registered Investment Adviser (RIA) entity for a CPA firm.

Dirk Edwards, CPA/PFS, JD, AEP^® (Distinguished), runs a fee-only personal financial planning practice, offering integrated planning and tax services. His firm does not manage assets or sell products.

Brooke Salvini, CPA/PFS, CFP^®, is the principal of a registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning.

Scott Sprinkle, CPA/PFS, CFP^®, runs a traditional CPA practice alongside a registered investment adviser entity. He offers a full scope of tax and financial planning services, and charges a mix of hourly, retainer and assets under management fees.

David Stolz, CPA/PFS, CFP^®, ran a traditional tax practice that shifted to a wealth management firm. He works with high net worth individuals in the areas of tax preparation, investment consulting, divorce consulting, and financial planning.

Susan Tillery, CPA/PFS, AEP^® (Distinguished), leads an integrated fee-for-service personal financial planning practice. Her firm does not manage assets or sell products. She works with a collaborative team of advisers and creates virtual family offices for her clients.

With Special Appearances by:

• Ellen Bruno, CPA/PFS, President, Compliance Advisor Professionals LLC, Berkley, MA
• Tom Tillery, CFP^®, AEP^® (Distinguished), CLU^®, ChFC^®, Paraklete Financial, Kennesaw, GA