In today's evolving tax landscape, firms must move beyond traditional compliance services to uncover new revenue streams through innovation and technology. This session explores how tax professionals can increase consulting revenues by strategically leveraging technology, embracing new consulting models, and delivering value-added advisory services backed by AI-driven data. Participants will learn how to identify hidden client opportunities using existing datasets, shift toward scalable and recurring advisory models, and integrate AI-powered insights to enhance client outcomes and firm profitability. Real-world case studies and practical frameworks will be shared to help attendees position their firm at the forefront of modern tax consulting.
Learning Objectives:
By the end of this session, participants will be able to:
Leverage Technology for Opportunity Identification
- Recognize how client data and tax workflow tools can surface new consulting opportunities.
- Apply methods for mining compliance data to proactively identify advisory needs.
Understand and Apply New Models in Tax Consulting
- Describe modern tax consulting models, including subscription-based, outsourced, and specialized service offerings.
- Evaluate the shift from reactive to proactive advisory and its impact on revenue growth.
Incorporate AI-Derived Insights into Advisory Services
- Explain how AI tools can analyze large datasets to uncover planning and risk mitigation strategies.
- Integrate AI-generated insights into client-facing tax strategies to drive measurable value.
Design a Scalable Revenue Model for Advisory Services
- Create a roadmap for transitioning from compliance-heavy engagements to value-based consulting.
- Establish internal processes to price, deliver, and scale tech-enabled tax advisory work.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
