ENG23LL03. The Advisor Cooperative for Relationships Beyond the Tax Return (TAX, PRA, FMA)

How do tax practitioners add more value to their tax return services? Implementing small steps now can help your practice evolve and grow. Join our collaborative work group session and share best ideas on how to reinforce and deepen the client and tax adviser relationship.

Learning Objectives:

• Differentiate ways to strategically position a tax practice for growth and success.
• Recognize opportunities to add more value to client relationships.
• Identify available resources to support growing and evolving your practice.