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Follow on Google News | ![]() Susan M. Tillery Authors Article in The GSCPA March/April 2023 Current Accounts MagazineSusan M. Tillery, CPA/PFS, AEP® (Distinguished), authors article, The Importance of Collaboration
With the CPA's leadership and coordination of a team of professionals, the client experiences a team focused on what's best for them instead of what is best for each advisor personally. Additionally, the depth of knowledge across the disciplines offers the client the very best solutions, implementation and completion of goals; and ultimately peace of mind. Within the advisor team, cooperation and communication provide synergy for more effective productivity, increased learning, networking, and confidence and referrals. The complete article is available at: https://www.gscpa.org/ Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, Susan has co-authored The AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential. She is a frequent speaker and author on topics relating to personal financial planning including, CPA's and Financial Planning, Virtual Family Offices, Collaboration, Planning and Tax Advisory Services, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan is also a Board member for the Cobb Community Foundation. Susan and her family reside in Kennesaw, Georgia. Please visit Tom and Susan's blog at https://fpadvocate.com/ End
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