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DCPA2406
Making the Business Case for Tax Advisory
Date
December 10, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2024 Digital CPA Conference
Elevate your practice with a proactive approach to tax advisory services, extending beyond traditional tax compliance and planning. Discover how the spectrum of services, from pure tax advisory to integrated financial planning, can be tailored to the unique needs of both business and individual clients. Understand the blurred lines between business and personal tax planning for business owners and master strategies to communicate the value of these services. Leverage your position as a trusted advisor as you assemble a team of professionals to enhance client relationships, grow lifetime client value, and unlock new revenue opportunities. Join us to transform your tax services and drive your firm's success.
Learning Objectives
- Discover the unrewarded value you already provide your clients
- Identify the range of services that tax advisory can include and how it relates to integrated financial planning
- Learn how to communicate the benefit of tax advisory services to your clients
- Understand how the lifetime value of a client can help your grow your firm
Speakers
Shayna Chapman, CPA.CITP, CGMA
Founder and Chief Strategist, Shaynaco LLC
April Walker, CPA, CGMA
Lead Manager, Tax Practice & Ethics - Tax Section, AICPA & CIMA
Daniel P. Snyder, CPA/PFS
Director - Personal Financial Planning (PA), AICPA & CIMA
General
Session Categories
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