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Concurrent Session Onsite and Online

NTSP22SS03. Powering Prosperity with Tax Advisory (Sponsored by Intuit)

The avalanche of new tax legislation over the past five years and the impact of COVID-19 on firms and clients heighten the importance of proactive tax advisory services. Learn about the industry insights that will help you benchmark planning and advisory services against your peers in the tax professional community.


Learning Objectives:

  • Recognize tax advisory services
  • Identify data insights that support adding tax advisory services
  • Determine how to strategically add tax advisory services to your business model
  • Indicate how to position and price your advisory services
  • Identify and learn with tax advisory services
Date/Time
CPE Credits
1.0
NASBA Field of Study
TAX
Level
Basic
Prerequisites
1 - 2 Years in the Profession
Advanced Preparation
None
Session Tags
CFP
EA
Sophisticated Tax
National Tax