Progressive tax and accounting professionals are making the shift toward advisory services as a fundamental strategy to support the future viability of their firms and professional careers. To expand existing and prospective client relationships further, many of these accounting leaders are leveraging reasonable compensation analysis as an entry point to create enhanced revenue opportunities while keeping their clients in full tax compliance.

In this session, Dawn Brolin, CPA, CFE, will demonstrate how she is integrating reasonable compensation into her tax and advisory service product packages and as a revenue-generating conversation starter.

In addition, attendees will learn how to refocus a firm for the future by implementing a strategic advisory product and service line including reasonable compensation and how to add a new revenue stream serving S corp and small business clients who must calculate a salary to pay themselves. This presentation will also address how to determine reasonable compensation using three core methods and how to make the process effortless with the right technology. Attendees will also learn how to ensure your clients stay in compliance and on solid financial footing using reasonable compensation analysis.

Attend this webinar to see first-hand from a fellow practitioner how to rev up revenue by incorporating reasonable compensation analysis and the supporting technology that makes it easy to expand advisory services and ensure that clients are fully compliant with their payroll tax obligations.

Learning Objectives:

• Recall how to implement a strategic advisory product and service line that includes reasonable compensation calculations


• Identify how to calculate reasonable compensation using methods and technology


• Recognize how to keep clients compliant and financially sound using reasonable compensation analysis