What has made firms successful in the past may not necessarily be what is needed to advance in the future. The CPA Horizons 2025 Report gave us insights about what it will take to conduct business, serve clients, attract and retain people and remain competitive by the year 2025.
This session will provide practical ideas and tools for HOW to find our way through the latest trends on the horizon and HOW to plan for the firm to remain relevant and transition smoothly into the future.
Director of Tax Planning,
Cook Wealth Management Group