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AICPA ENGAGE 2019


ENG19NL02 - Grow Your Tax Practice With Advisory Services (PST, FMA)


Jun 12, 2019 12:55pm ‐ Jun 12, 2019 1:45pm

Standard: $49.00

Description

Tax Reform presents an OPPORTUNITY to transform your tax preparation practice and increase your value as a trusted advisor for your clients through proactive tax planning and advisory services. Join us for an introduction to advisory services, including proactive tax planning, business coaching, goal setting, updated firm workflows to increase productivity and learn how to position advisory services to better help business clients achieve their goals. Equip yourself with the resources to position your services and grow your practice.

Learning Objectives:

  1. This course will introduce advisory services, including proactive tax planning, business coaching, goal setting, and updated firm workflows to increase productivity.
  2. Participants will discover how to position advisory services to help business clients achieve their goals.
  3. Attendees will also be equipped with resources to position services and potentially grow their practice.

Speaker(s):

Tags: PST

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