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July 2019 » Getting Started with Financial...
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Sidney Kess, CPA, JD, LLM, and Edward Mendlowitz, CPA/PFS, ABV
Financial planning services can be a separate service or an add-on to tax or other services. With the Tax Cuts and Jobs Act's (TCJA) simplification of tax returns for many individuals, the CPA's role as a preparer is being diminished; however, adding financial planning can help CPAs remain relevant and continue to be trusted advisors. The authors continuously receive calls from colleagues on how to start offering these services; this column provides advice on that topic.
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