How Tax Professionals Build High-Value HNW Advisory Practices - 0.2 CPE
How Tax Professionals Build High-Value HNW Advisory Practices - 0.2 CPE
Couldn't load pickup availability
Viewing This Product
Description
Course Overview
High-net-worth clients need more than annual tax compliance. This Nano Learning course explores how tax professionals can build high-value advisory relationships by using tax returns as diagnostic tools, taking a multi-year planning approach, and helping clients evaluate important financial and tax decisions before opportunities are missed.
Explore more professional education in our Nano Learning course collection.
What You'll Learn
Identify the key elements of a proactive, multi-year advisory approach for high-net-worth clients.
Who This Course Is For
Tax and accounting professionals who advise high-net-worth individuals and want to develop more proactive, year-round client relationships.
Course Details
| Program Level |
Basic |
|
Prerequisites |
No |
|
Advanced Preparation |
None |
|
Field of Study |
Taxes |
|
Credit Hours |
0.2 CPE |
|
Delivery Method |
Nano Learning |
|
CPE Eligibility |
CPAs |
|
Refund Policy |
For refund, complaint, or cancellation policies, contact our office at 1-800-384-1101. |
CountingWorks, Inc. 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 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.