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From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.
January 8 -
Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.
January 18Arrowroot Family Office -
A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.
November 1Waddell & Associates -
Serving a single family can be a complex — but profitable — niche.
August 23Napier Financial -
Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.
April 24L.K. Benson & Co. -
These four experts can help you address any client situation.
November 30