Upcoming Live Webinar: The Tech Driven Tax Practice: How Financial Planning Technology is Delivering More Value for Firms and Clients

In an era where technology is reshaping the accounting profession and client expectations are shifting towards a focus on strategic advice, tax firms are looking to expand their services beyond traditional compliance work. By offering financial planning and advisory services covering elements of tax, estate, retirement, risk management, and investment planning, firms are discovering the opportunity to engage with clients on a deeper level regarding their financial wellness and goals.

In this webinar, we’ll explore the advantages of embracing a holistic approach to tax and financial planning advisory, discuss how tax practitioners are seeing success by leveraging personal financial planning technology to facilitate conversations with their clients and share strategies for adding and delivering additional services to your tax practice.

Learn Objectives:

• Recognized the evolution of the accounting profession, characterized by technological advancements and changing client expectations that prioritize strategic advice over traditional compliance work.

• identify the value of holistic financial planning and advisory services, encompassing tax, estate, retirement, risk management, and investment planning, and discover how these services can enhance client engagement and financial well-being.

• Identify how tax practitioners are successfully using personal financial technology to facilitate meaningful discussions with clients and drive revenue growth for their firm.

• Recall practical strategies for adding and delivering additional services to your tax practice, enabling you to adapt to industry changes and offer a broader range of services to meet client demands.