{"id":111035,"date":"2023-05-03t11:56:22","date_gmt":"2023-05-03t15:56:22","guid":{"rendered":"\/\/www.g005e.com\/?p=111035"},"modified":"2024-08-27t17:02:31","modified_gmt":"2024-08-27t21:02:31","slug":"every-client-can-use-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/03\/every-client-can-use-financial-planning\/","title":{"rendered":"every client can use financial planning"},"content":{"rendered":"

\"older<\/a>and accountants are perfectly positioned to offer it.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\n
the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

\u201cfinancial planning services\u201d is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.<\/p>\n

more on marketing: <\/b>four reasons to perform tax projections<\/a> | four additional services to suggest<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

with regard to tax services as the catalyst, the tax return is the roadmap of a client\u2019s financial life. a keen observer can uncover many areas clients can be assisted with.
\n
\nthe following are illustrations and examples of additional services that can be provided to tax clients. there are many others, but these appear to be the most common.<\/p>\n

the aicpa issued financial planning standards that apply to aicpa members and i suggest you get a copy of the aicpa statement on standards in personal financial planning services no. 1<\/em> at www.aicpa.org<\/a>. it is very informative and would be helpful in formulating a plan to get more involved in offering these services to your clients. the statement also has a comprehensive engagement letter that you can adapt to your practice.<\/p>\n

the aicpa statement pertains to the following services:<\/p>\n