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DTSTAMP:20260505T223346
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DTSTART:20260518T160000Z
DTEND:20260518T175500Z
UID:435462
SUMMARY:The ABCs of Advisory Services
LOCATION:Webinar
DESCRIPTION:The ABCs of Advisory Services\n\n05/18/26 11:00 AM CST\n - 05/18/26 12:55 PM CST\Description:\nOver 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.
 *Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
 Speakers:Arthur WernerShelli Huston, CPA, MS\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:The ABCs of Advisory Services<br /><br />05/18/26 11:00 AM CST - 05/18/26 12:55 PM CST<br />Description:<br /><p>Over the next decade, the area of &ldquo;Advisory Services&rdquo; has the greatest potential for growth in your practice.&nbsp; Complexities within your clients&rsquo; 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.</p>

<p>*Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com</p>
<br><b>Speakers:</b><br>Arthur Werner<br>Shelli Huston, CPA, MS<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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