From tax preparer to tax planner

Published May 07, 2020, 8:46 a.m. EDT

Updated January 20, 2021, 6:31 a.m. EST

1 Min Read

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As tax prep gets more and more commoditized, tax practitioners need to leverage their deep knowledge of their clients’ financial positions to offer higher-value services in helping plan their futures.

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NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.