(Aug. 30, 1999) A CPA, award-winning writer and company founder, Batman was named one of the most influential accountants in America by Accounting Today for the past three years. He is an expert on a variety of regulatory and technical issues, including portfolio management, comprehensive financial planning and the changing role of CPAs. In this interview, Batman discusses the integration of financial services into an accounting practice.

	Track 1
Batman says integrating financial services is an important consideration for forward-thinking accounting and tax firms.

	Track 2
Batman discusses the concept of "wealth care," which includes investment planning, insurance services and asset management.

	Track 3
Batman explains the resources or qualities that a firm must possess in order to successfully integrate financial planning.

	Track 4
CPAs are still held in high esteem, says Batman, but the traditional services that they offer suffer from a perceived diminished value.

	Track 5
Batman outlines the advantages of adding financial services to an accounting practice, primarily the ability to offer a "one-stop shop."

	Track 6
Batman advises accountants to "get connected" with a financial services organization that understands the tax and accounting culture.

1999, Smartpros Ltd. All Rights Reserved.