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The CPA profession played a critical role in helping taxpayers secure valuable tax stimulus incentives during the pandemic. Learn how traditional tax firms are updating their services to lead with tax advisory services and proactive tax saving strategies. Get the latest tax advisory benchmarks to see how you compare to peers and GET A SNEAK PEEK AT THE TOOLS THAT WILL TRANSFORM YOUR PRACTICE to lead with tax advisory and showcase your expertise.
Learning Objectives:
Recognize current trends that position CPA firms as trusted tax advisors
Compare how other CPA firms are delivering tax advisory services
Recall effective approaches to positioning, delivering and communicating tax advisory services
Identify opportunities to communicate proactive tax savings strategies for clients using tools from Intuit
Speaker(s):
Jim
Buffington,
CPA,
Advisory Services Leader,
Intuit Accountants
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