The CPA profession is undergoing significant changes and as a result, the opportunities for those serving individual clients is immense. Consider how tax reform has also created real opportunities for increased integration of your tax services with holistic planning for your clients. Knowing what your individual clients want from your services and how they perceive your role as an advisor needs to be at the center of your planning.  Understanding what the next generation of CPA’s are looking for will enable you to position your firm properly for the future.

Course Objectives:

• Recognize the vast opportunities and potential threats to the CPA profession.


• Identify key trends that will affect decisions that CPAs and CPA firms will need to make in the near future.


• Recognize how consumers perceive these services.


• Know what the next generation of CPAs are looking for.


• Indicate the key actions that CPAs and CPA firms can proactively take to be relevant and remain best positioned for the future.


• Understand some of the key resources available in this area.