From Tax Question to Tax Strategy: Turning Everyday Client Conversations into Advisory Opportunities
July 28 @ 11:00 am – 12:00 pm EDT
Description
Most advisory engagements don’t begin with a client asking for advisory services; they begin with a seemingly simple tax question.
In this session, Randy Hughes, CPA, demonstrates how firms can uncover planning opportunities hidden within everyday client conversations and transform routine compliance discussions into higher-value advisory engagements.
Using a real client case study that began with a question about making a Q2 estimated tax payment, Randy walks through how the engagement evolved into a comprehensive review of a Schedule C business owner with related real estate activities, projected income, and cash flow concerns. What started as a routine tax question ultimately revealed multiple planning opportunities and potential five-figure tax savings.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify advisory opportunities embedded within routine client tax conversations
- Apply a practical framework for asking better discovery questions that expand client engagements
- Evaluate tax planning scenarios for Schedule C business owners with related real estate activities
- Leverage technology tools, including QuickBooks Online, ProConnect Tax, and Intuit Tax Advisor, to organize client information and model planning scenarios
- Reinforce the role of professional judgment and technical tax expertise throughout the advisory process
Program level: Basic
Prerequisites: None
Advanced preparation: None
Delivery method: Group Internet Based
Field of study: Taxes
CPE Credits: 1
CE Credits: 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.
