The Tax Professional as a Strategic Advisor

TBA - IRS CE/CTEC/NASBA CPE*

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.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: TBA

IRS Program #: 7Q3WU-T-TBA
CTEC Course #: 6248-CE-TBA