This webinar demonstrates how firms can uncover planning opportunities hidden within everyday client conversations and transform routine compliance discussions into higher-value advisory engagements.
Rene Lacerte shares his thoughts on how technology has shaped accounting over the past two decades, and what it will mean for the profession in the future.
Most tax professionals are already sitting on planning opportunities, they just don't have a system to find them, package them, or get paid for them. This session walks through a simple, repeatable framework for turning completed returns into planning conversations, billable engagements, and stronger client relationships. Attendees leave with concrete next steps they can apply right away.
It's the question everyone is asking: How do we build an advisory practice? This report will offer a blueprint for picking the right services for the right clients, how to establish them internally, and how to launch them out to the market.
Competing for top accounting and finance talent is becoming more expensive and complex in today's uncertain and competitive market. Candidates are more selective than ever, and firms are under pressure to differentiate themselves beyond traditional compensation approaches. In this session, Robert Half will share insights on current hiring trends, what top candidates are looking for, and best practices for attracting and retaining high-performing talent. We'll also explore how firms can use more strategic, tax-efficient benefit design to support this as a meaningful differentiator—helping improve both talent outcomes and long-term financial results.
