CPAs perform numerous roles for businesses and individuals, and have made their marks as technical experts in a wide range of tax arenas. While this technical role is fundamental and necessary for the CPA, there is also a tremendous demand for the CPA to be that key adviser for their clients. This session will help you take your practice from one focused on the compliance function of the tax profession to one focused on bringing high-value advice to clients.
Director of Tax Planning,
Cook Wealth Management Group
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