In twenty-two years of attending industry conferences and workshops, I have never received as many valuable tax and estate planning strategies as I did during Rick Darvis' recent two-day session. Rick reveals the tremendous potential of the financial planning market, yielding a refreshed determination to take your practice to the next level.

You have unlocked the secrets of integrated tax and financial planning, and your seminars help practitioners understand the process and explain how to market these services. Tax incentives are only part of the puzzle — understanding how they integrate with a family's full financial picture is the necessary step. These seminars are a MUST for all tax practitioners, as well as those marketing financial planning services.

Integrated financial planning is a potential gold mine for CPAs and a great practice development opportunity. The demographics certainly support this as baby-boomer families face mounting financial complexity. The great enigma is that traditional tax planning is often in direct conflict with broader financial planning — in many cases costing the client more in lost opportunity than it saved in taxes. If CPAs can seize the opportunity to become the 'planner of choice,' they could clean up!