Accounting professionals are uniquely positioned to identify planning opportunities for their clients, but turning that expertise into proactive tax planning can mean more calculations, more spreadsheets, and more time creating client deliverables. With busy season approaching, adding more manual work isn't the answer.
In this session, we'll explore how technology, like Holistiplan, can help tax and accounting professionals extend the work they're already doing into proactive client advisory — spending less time on manual work and more time applying their tax expertise to higher-value client conversations.
Learning Objectives:
- Identify opportunities to extend tax preparation into proactive, year-round tax planning and advisory services
- Evaluate client tax information and recent legislative changes to identify forward-looking planning opportunities
- Apply a repeatable framework for evaluating common tax planning strategies
- Identify ways to improve tax planning workflows, client communication, and service delivery through technology
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None