A persistent element within the tax industry is the movement toward tax advisory services. As more and more taxpayers seek tax planning and advisory services, it is more important than ever to learn about these services and gain confidence within the advisory sector. Tax advisory provides a year-round service that creates incredible value for your clients, more revenue for your firm, and an additional service that complements your existing workflows.

In this session, you’ll be introduced to tax advisory practices and industry trends and learn about best practices to consider as you navigate your transformation from compliance to advisory.

Learning Objectives:

• Evaluate the tax advisory industry and services, along with emerging advisory trends and insights


• Identify how to begin incorporating advisory services into your practice


• Recognize how custom tax plans and strategies can be an invaluable benefit for you and your clients

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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