Why Young Taxpayers Don’t Listen and How to Fix It
The next generation of taxpayers speaks a different language, values different outcomes, and responds to entirely different communication styles than traditional clients. Join Lawrence Petruzzelli (MDB&Co) and Hripsime Demirdjian (Hivewise) for an insightful conversation exploring the generational disconnect that's leaving young taxpayers disengaged and non-compliant. Discover why traditional advisory approaches fail with millennials and Gen Z, what motivates their financial decisions, and how to adapt your communication, service delivery, and value proposition to resonate with digital-native clients. Learn practical strategies for building trust, driving engagement, and creating lasting relationships with the taxpayers who will define your practice's future.
- The Communication Gap: What fundamental differences in communication preferences, attention spans, and information processing make traditional tax advice ineffective with young taxpayers, and how are you adapting your delivery methods to match their expectations?
- Values Misalignment: How do young taxpayers' financial priorities—from side hustles to sustainability concerns to instant gratification—conflict with traditional tax planning wisdom, and what new advisory frameworks resonate with their values?
- The Trust and Engagement Challenge: Given young taxpayers' scepticism toward traditional institutions and preference for peer-to-peer learning, what strategies are proving effective for building credibility, maintaining engagement, and encouraging proactive tax compliance in this demographic?
