Financial Planning for CPAs (CPA Practice Guide Series) [Paperback]

Phyllis Bernstein (Author), Linda A. Lach (Author), Jim H. Ainsworth (Author)

Book Description

Publication Date: January 15, 2000 | ISBN-10: 0471323594 | ISBN-13: 978-0471323594 | Edition: 2

This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.

Editorial Reviews

From the Publisher

Provides practical advice to CPAs on why and how they should recommend or "sell" financial investments to their clients as part of their overall financial planning services. Allows CPAs, CFPs and other investment advisors to provide financial planning services at a lower cost to the client while increasing overall firm revenue at the same time. Shows how to: determine the type of financial planning services a client's net worth requires, customize sample documents to design and implement a successful financial plan for any client, sell your clients the financial products they need to fund their customized financial plan thus eliminate brokers or investment "specialists," turn your existing tax return clients into lucrative financial planning clients and more. --This text refers to an out of print or unavailable edition of this title.

Product Details

• Paperback: 500 pages
• Publisher: Wiley; 2 edition (January 15, 2000)
• Language: English
• ISBN-10: 0471323594
• ISBN-13: 978-0471323594
• Product Dimensions: 11 x 8.5 x 1.1 inches
• Shipping Weight: 2.8 pounds
• Amazon Best Sellers Rank: #8,704,483 in Books (See Top 100 in Books)

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