Innovative Tech for Integrated Tax and Financial Planning

Tuesday, December 3, 2024 12:00pm - 1:30pm

Online

1.50 Credits

Member Price $99.00

Non-Member Price $118.00

Overview

Join us for an engaging webcast where a panel of CPA financial planners explores integrating technology into their practices.

Learn how they select and use software for:

Client interaction

Practice management

Key areas like tax, retirement, investment, risk management and estate planning

Discover the benefits and challenges of their tech stack and how they balance these tools with meaningful client interactions.

This interactive session offers insights into:

Software selection criteria

Use of external consultants

Its impact on firm and client success

Strategies for staying current with tech advancements

This webcast is ideal for tech-savvy CPAs and firm leaders.

Highlights

Technology

Relationships

Strategies

Clients

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Designed For

Tax professionals serving individual clients

CPA and other financial planners

Practitioners offering tax, retirement, estate, investment and/or risk management planning services

Objectives

Compare insights regarding the impact of technology on the success of firms and clients.
Analyze strategies for overcoming hurdles in tech adoption.
Apply examples from real-world successful tech integration.
Distinguish the role of technology in enhancing client relationships and improving service delivery.