In this session you'll learn practical, firm-tested principles to reduce confusion, improve predictability, and strengthen both client and staff confidence.
Three in-house tax leaders get candid about where the ROI in generative AI really lands, how advisor relationships are changing, and the right place to start.
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.
