Upcoming Live Webinar: Engage More Meaningfully with Your Clients Using Asset-Map: A visual way to integrate financial planning into your tax practice

To help set your practice up for a successful and profitable future, CPA.com has partnered with Asset-Map to help practitioners go beyond traditional tax compliance with an easy-to-use advice engagement tool.

Asset-Map provides an interactive visual experience that organizes clients’ financial assets in a clear graphical layout, providing professionals with a straightforward way to address gaps in clients’ financial wellness and uncover new opportunities.

Please join us for a demo to see Asset-Map in action. During this session we’ll:

• Outline the concept of financial planning services and their significance in diversifying and adding value to an accountant's tax practice.

• Identify the challenges and opportunities accountants face in integrating financial planning advisory services into their existing tax services.

• Distinguish the benefits of utilizing Asset-Map as a tool to engage with clients.

• Apply Asset-Map to help practitioners address gaps in clients' financial wellness and discover new opportunities for their financial planning services.

• Visualize the practical application of Asset-Map by showcasing its features and functionalities through a live demo during the webinar.

You’ll also receive 1 CPE credit for attending.