255: Beyond Tax Returns: How CPAs Can Supercharge Clients' Financial Plans

from NJCPA IssuesWatch Podcast · host New Jersey Society of CPAs

CPAs are in a unique position to help their clients plan out and meet their financial goals. Stephanie Hughes of Wiss Private Client Advisors talks with us about how CPAs can incorporate retirement planning, education planning and wealth management into their practice and the benefits this will provide to the firm and its clients. Resources:Financial Planning Knowledge Hub - https://njcpa.org/hub/financialplanning

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This episode was published on July 2, 2024.

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