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Accounting firm services
Web Seminar

The Intersection of Financial Planning and Accounting

Thursday, April 23, 2026 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
Published March 17, 2026, 2:00 p.m. EDT
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Updated March 17, 2026, 2:00 p.m. EDT
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Many business owners wish they could get financial planning advice from their accountants, but practitioners have often held back, concerned about risk, conflicts of interest, or simply lack of time. As compliance gets commodified, however, firms will need to start establishing a position for themselves at this crucial nexus of client need.

CPE Credit Information
Subject Area: Specialized Knowledge
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None


Accounting firm services
Speakers
  • Dan Hood
    Dan Hood
    Editor-in-Chief
    Accounting Today
    (Moderator)
NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.