Kickstart your journey with a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights. Transition seamlessly into a structured methodology for dissecting and communicating complex tax matters in a client-centric manner. Enhance your skills in crafting engaging and informative presentations, ensuring your clients are well-prepared as the year-end tax season approaches. 

Moreover, discover actionable steps and essential software tools to streamline your tax advisory process, and stay updated with a quick cheat sheet of recent tax changes, ensuring compliance and up-to-date knowledge. This session is your gateway to mastering a systematic, efficient approach to year-end tax planning, reducing overwhelm, and boosting ROI for both your firm and your clients. 

Learning Objectives:

• Outline a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights


• Define a structured methodology for dissecting and communicating complex tax matters in a client-centric manner 


• Summarize how to get practical experience in crafting engaging and informative presentations to keep your clients well-informed and prepared for the year-end tax season


• Compile actionable steps and essential software tools to streamline your tax advisory process, boosting efficiency and reducing overwhelm.


• Assemble a quick cheat sheet of recent tax changes to ensure compliance and up-to-date knowledge