• Presenter: Paul Hood, CPA

• Topic: How Financial Services Integrate with Tax Planning

• Program Description: CPAs have a unique opportunity to provide expanded and enhanced services to benefit their clients in reaching their financial goals.  The insight provided through tax services allows the CPA to open the door to discussions that can build better relationships with clients.

• Format: Live Group or Online Session

• CPE Credit: 2 hours

• Field of Study: Special Tax Matters

• Program Knowledge Level: Basic

• Prerequisites: None

• Learning Objectives: Understand how to provide value added financial services to existing tax clients.

• Speaker Bio:  Paul graduated in the top 1% at Oklahoma State University in Accounting. Began Hood & Associates accounting practice in 1992 and has acquired 22 accounting practices with offices currently in Tulsa, Bartlesville, Claremore and Catoosa and a national client base with clients in over 30 states.

• Refund Policy: Full refund by original method of payment if cancellation received by 5pm on the Monday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].