ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team

Create Account

Availability

Registration Required

Online Meeting

Jul 14, 2026 1:00 PM - 5:00 PM CT

Cost

Member: $260.00

Non-Member: $345.00

Retired: $260.00

Educator & Government & Non-Profit Employee: $260.00

Credit Offered

4 CPE Credits

This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.

The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.

Identify the CPA's role as the lead advisor in a multidisciplinary planning team
Determine how to coordinate with other professionals in client engagements
Evaluate planning opportunities across estate, financial, retirement, and tax disciplines
Recognize strategies for managing communication among advisors
Identify risks and professional responsibility considerations

The CPA as team leader Roles of key advisory professionals
Identifying cross-disciplinary planning opportunities
Coordinating planning strategies
Communication and collaboration
Structuring advisory relationships
Risk and professional responsibility

Basic knowledge of individual taxation

CPAs, EAs, tax professionals, and attorneys, as well as other financial professionals involved in tax planning and client advisory services

ACPEN