CPAs should offer financial-planning services and make sure they champion them to clients, several financial planners recommended at a recent conference. Many clients would prefer that their CPA, whom they trust, provide these services, said Louie Rosalez of Honkamp Krueger Financial Services in Iowa. High-net-worth clients are an important target, he said. "They want your help, they need your help," Rosalez said. The AICPA's PFP Section supports CPAs who advise individuals in tax, estate, retirement, risk management and investment matters. Register to attend a two-day workshop -- Implementing PFP Services: Step-by-Step Plans for Success -- to learn from a panel of CPAs who have established PFP practices using different business models.
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