{"id":49728,"date":"2016-08-13t05:00:19","date_gmt":"2016-08-13t09:00:19","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49728"},"modified":"2016-08-29t10:26:00","modified_gmt":"2016-08-29t14:26:00","slug":"cpas-suited-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/","title":{"rendered":"why cpas are suited to financial planning"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-37873\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-290x192.jpg\" alt=\"older man and younger man in meeting\" width=\"290\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-290x192.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-590x390.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-190x125.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>your potential clientele? everyone.<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>&#8220;financial planning services&#8221; 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<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/08\/06\/tax-projections-how-and-why\/\">tax projections: how and why<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep follow-ups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\">adopt a marketing mindset<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/#more-49728\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-37873\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-290x192.jpg\" alt=\"older man and younger man in meeting\" width=\"290\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-290x192.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-590x390.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919-190x125.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/olderyoungerman_dollarphotoclub_60291919.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>your potential clientele? everyone.<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>&#8220;financial planning services&#8221; 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<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/08\/06\/tax-projections-how-and-why\/\">tax projections: how and why<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep follow-ups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\">adopt a marketing mindset<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/#more-49728\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120],"tags":[],"class_list":["post-49728","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>why 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