Webcast: Personal Financial Statement

In challenging economic times, clients look to their trusted CPAs for additional help and services. Personal financial planning nicely complements the traditional tax and accounting services that many CPAs provide to clients.  Explore the benefits of helping your clients with their personal financial planning needs, including using statements for clients, their creditors and other advisers. Become even more valuable to your clients by guiding them through the maze of available financial opportunities and helping them understand the tax consequences of their choices.