How to become a trusted adviser

05/29/2014 | AICPA Insights

Dealing with clients' tax information reveals a wealth of knowledge about financial situations that allows CPAs to provide value-added planning and strengthen client relationships, writes Jason Deshayes, CPA, vice president of Butler & Co. Visit aicpa.org/pfp/pathway for several free resources to help move from tax preparer to financial planner, including a checklist for identifying planning opportunities in the tax return.

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