The Tax Professional as a Strategic Advisor

2 NASBA CPE ONLY* NO IRS, NO CTEC

This program examines how tax professionals can move beyond compliance engagements to deliver more proactive, coordinated advisory services. Participants explore the trusted advisor role, client discovery, integrated financial and estate planning, multidisciplinary advisory teams, and the practical boundaries of professional responsibilities.
The course also addresses client value mapping, strategic roadmaps, pricing advisory
engagements, technology, confidentiality, risk management, and a practical implementation plan for adding advisory services to a tax practice.

"Our best deal is always to become a monthly subscriber"
https://www.taxpracticepro.com/join-now

*Self-Study recording not available for credit.

NASBA Field of Study: Management Services