ISSUESWATCH PODCAST

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:

Financial Planning Knowledge Hub

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.

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