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Tax Preparation

  • Keys to Growing a Successful Tax Preparation Practice
  • Using Tax Preparation to Expand Your Practice
  • Evaluating Tax Preparation Software
  • Converting Your Tax Clients into Personal Financial Planning Clients

Personal Financial Planning

  • PFP: A Golden Opportunity for CPAs
  • What Clients Want from a Financial Advisor
  • The Dawn of Professional Collaboration
  • How to Form a Successful CPA - Financial Advisor Alliance

Advanced Planning Opportunities

  • Estate Planning and the CPA
  • Managing the Family Office
  • The Challenges and Opportunities in Multi-Generational Planning

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