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

July 2, 2024

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:


Don  Meyer

Don Meyer

Don Meyer, CAE, is the chief marketing officer of the New Jersey Society of CPAs, where he is responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. He can be reached at dmeyer@njcpa.org.

More content by Don Meyer:

Learn more from Don Meyer:

Stephanie Hughes

Stephanie Hughes is the chief executive officer of Wiss Private Client Advisors.

Unlocking Transformational Leadership

Posted: November 7, 2024

Using Copilot in Microsoft Outlook

Posted: November 7, 2024

4 Ways to Protect Your Clients' Data

Posted: November 6, 2024

Navigating 2025 Tax Season Challenges

Posted: November 6, 2024