The CPA as Strategic Advisor: Leading the Client Advisory Team

Overview

This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.

The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.

Highlights

• The CPA as team leader Roles of key advisory professionals
• Identifying cross-disciplinary planning opportunities
• Coordinating planning strategies
• Communication and collaboration
• Structuring advisory relationships
• Risk and professional responsibility

Prerequisites

Basic knowledge of individual taxation 

Designed For

CPAs, EAs, tax professionals, and attorneys, as well as other financial professionals involved in tax planning and client advisory services 

Objectives

• Identify the CPA's role as the lead advisor in a multidisciplinary planning team
• Determine how to coordinate with other professionals in client engagements
• Evaluate planning opportunities across estate, financial, retirement, and tax disciplines
• Recognize strategies for managing communication among advisors
• Identify risks and professional responsibility considerations

Preparation

None