We've talked a lot about why CPAs should partner with wealth managers in all of the potential iterations of the term (i.e. "partnership" could mean a formal, informal, referral, etc.) We've also talked a lot about financial planning topics: business owner transition planning, risk management through property and casualty insurance programs. Now let's talk about how we lean into our core service at the intersection of tax and wealth: tax-smart investing and money management.
CPE Credit Information
Subject Area: Specialized Knowledge
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
