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The ABCs of Advisory Services

 Various
 
2.0
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/13/2025 from 12:00 pm to 1:55 pm
 Fri, 06/13/2025 from 2:30 pm to 4:25 pm
 Sat, 06/21/2025 from 9:30 am to 11:25 am
 Fri, 07/11/2025 from 9:30 am to 11:25 am
 Fri, 07/18/2025 from 12:00 pm to 1:55 pm
 Tue, 08/12/2025 from 11:00 am to 12:55 pm
 Thu, 09/11/2025 from 9:30 am to 11:25 am
 Thu, 09/18/2025 from 12:00 pm to 1:55 pm
 Sat, 10/11/2025 from 11:00 am to 12:55 pm
 Tue, 11/11/2025 from 9:30 am to 11:25 am
 Tue, 11/18/2025 from 12:00 pm to 1:55 pm
 Fri, 12/12/2025 from 11:00 am to 12:55 pm
Designed For:

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisite:

None

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.

 

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice.

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.