From compliance to advisory: Accelerate client value
July 16 @ 12:00 pm – 1:00 pm EDT
Description
Tax professionals play a critical role in helping clients understand and respond to tax law changes. This session examines how recent tax law updates can be used to support advisory services beyond compliance-focused return preparation.
Participants will explore methods for identifying planning opportunities within tax law changes and applying those insights to client situations. The course will focus on interpreting technical provisions through a planning lens and communicating their impact in a clear and practical manner.
Attendees will also review approaches for shifting from a compliance-focused model to an advisory approach that supports ongoing client engagement and informed decision-making.
Learning Objectives
By the end of this session, attendees will be able to:
- Identify planning opportunities created by recent tax law changes
- Translate tax law updates into client-focused planning strategies
- Apply approaches for communicating tax implications clearly to clients
- Describe methods for transitioning from compliance to advisory services
Who Should Attend?
Tax professionals seeking to expand advisory services and enhance client engagement
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Taxes – Technical
CPE: 1
CE: 1
IRS Course Number: NESGF-U-00230-26-O
Intuit (Sponsor ID# 103311) 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 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.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].@intuit.com.
