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UID:164759imp
DTSTAMP:20260518T033727Z
DTSTART:20270204T210000Z
DTEND:20270205T010000Z
SUMMARY: The CPA as Strategic Advisor: Leading the Client Advisory Team
DESCRIPTION: This course provides tax & accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys\, financial planners\, insurance professionals & bankers to deliver integrated planning strategies.

The course emphasizes identifying opportunities across estate\, financial\, retirement & tax planning while managing collaboration & delivering cohesive client solutions\n 
CLASS:PUBLIC
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