Tax professionals are being asked to do more than prepare returns. Firms that translate tax law changes into clear, actionable guidance are strengthening client relationships and creating new opportunities for year round value. In this session, we will talk about how recent tax law updates, including the One Big Beautiful Bill Act, give us an opportunity to move beyond compliance and into more meaningful, client-centered advisory work.
This session is designed for tax pros who want to build stronger client relationships, offer more proactive support, and use tax law changes as a natural entry point into advisory.
What you'll learn:
- Identify advisory opportunities created by recent tax law changes, including key provisions of the One, Big, Beautiful Bill Act.
- Translate tax law updates into practical, client-centered planning conversations that go beyond tax return preparation.
- Develop a framework for shifting from a compliance-focused practice to an advisory mindset that increases client value and deepens trust.
Join us for this session.
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
