Bring More Value to Your Clients With Charitable Planning

By Susan M. Tillery, CPA/PFS

The role of the CPA is evolving. Clients are increasingly looking for a “one-stop shop” where they can receive all of their financial and tax services from one firm or individual. Because of this shift in consumer sentiment, many CPAs are looking for ways to expand their service offerings and increase both their competencies and the amount of trust they engender. Charitable planning is one such opportunity.

Read the full article on the Journal of Accountancy website to read the five best “selling points” for charitable giving, as well as a how-to guide to get the conversation started with  your clients about charitable planning.