Integrated Financial Planning Considerations
for Certified Public Accountants

This course is designed to help CPAs recognize the financial planning opportunities that extend beyond the tax return. It explores the key financial decisions that can influence clients' long-term financial well-being, including investment asset location, risk management and income protection strategies, retirement and longevity planning, and international tax considerations.

 

Participants will also gain a better understanding of how financial and tax professionals can collaborate effectively while remaining within their respective licensing and professional boundaries to provide more comprehensive client support.

​

Learning Objectives:

After completing this course, you will be able to:

*Identify the financial decisions beyond the tax return

*Consider asset locations when making investment decisions

*Understand how to manage risk and protect income in various situations

*Identify retirement & longevity planning risks

*Understand how to coordinate financial and tax planning without crossing licensing lines

*Review international tax considerations

​

Delivery Method: Group Internet

Program Level: Basic

Course Prerequisites: None

Advance Preparation Required: N/A

CPE Credit: 2.0 hours

CE Credit: 2.0 hours

Field of Study: Taxes

Haynes Global Tax Experts 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

---------------------------------------- -------------

FAQs

Does this event qualify for CPE or CE?

This course qualifies for X.0 CPE or IRS CE credits

How can I contact the organizer with any questions?

Please send an e-mail to info@hayneshelp.com

Who may I contact if I have complaints/concerns about the course?

Please send an e-mail to info@hayneshelp.com and we will happily work with you to resolve any issues