2026 is approaching fast, and clients are looking for more than compliance. They want strategic guidance that helps them plan ahead and optimize outcomes.
In this session, speakers Betty and Lisa will explore how firms are shifting toward deeper advisory conversations, using AI-driven insights to identify tax-saving opportunities and guide clients into more advantageous positions. You'll hear how firms are building scalable advisory workflows and preparing staff to deliver proactive, personalized advice.
If your firm is ready to move beyond reactive support, this session will help you lead the way. Learn how to turn everyday engagements into strategic planning moments.
Learning objectives:
- Learn how firms are preparing for 2026 by embedding advisory into client conversations and workflows.
- Understand how AI-powered insights can help surface tax-planning opportunities and guide strategic decisions.
- Explore how firms are training staff and optimizing operations to scale business advisory services.
Join us to learn how smarter conversations today can lead to better outcomes tomorrow. Register now to get ready for 2026.
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
