How CPAs and EAs can make tax planning click

Tuesday, October 28, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes

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Communicating the value of tax planning can be challenging, yet it's one of the most effective ways CPAs and EAs can strengthen relationships and grow their firms. In today's AI-driven world, clear, client-centered communication supported by tools like Holistiplan sets trusted advisors apart.

Join Prudence Zhu, MBA, CPA, CFP®, founder of Baoba USA, to learn how to position tax planning as the foundation of financial clarity and client confidence through practical, proven strategies that drive engagement and trust.

You'll learn how to:

Shift from compliance to advisory conversations
Simplify complex ideas through storytelling
Demonstrate ROI and build lasting trust

CPE Credit Information
Subject Area: Communication and Marketing
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

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.