Appreciation of Client Family Dynamics: A Case Study

CPAs do their best to keep up to date with tax developments. Every year they enroll in tax update classes and review myriad tax changes. However, much of their job involves dealing with family dynamics, and often this requires skills related more to understanding and communication than technical expertise. In addition, practice management issues must be considered, especially when serving family members. Three useful points should be used to improve practice management when families are involved:

• Understand the perspective of each family member;
• Keep in mind who the client is; and
• Advise in the client’s best interest.