The increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management and investments have brought the accounting profession to an important crossroad.
Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the Statement applies to them and how they can use the Statement to protect their clients and their practice.
You will be able to discuss in-depth explanation of the requirements.
You will be able to explain when and to whom it applies.
You will be able to identify how to apply the statement in your engagements with clients.
You will be able to describe how the statement will help elevate your practice.
Christine A. Romsdahl, CPA/PFS, CFP Christine A. Romsdahl is the owner of her own individual tax and personal financial planning firms. Previously, she provided twelve years of similar services, including over 100 seminars, to corporate executive and high net worth clients of UHY Advisors, Inc., Deloitte & Touche LLP, and Ernst & Young LLP. Her areas of specialty include retirement tax planning and employee stock option planning. Ms. Romsdahl holds an MBA degree from The University of Texas at Austin and a BA degree from Rice University. She is a member of several professional organizations, and has served on the Board of the Houston CPA Society.