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
