REGISTER TODAY! January 10th - 11th 2023 Join tax and accounting experts for this free virtual conference centered around preparing for the upcoming tax season and learn how to deliver tax advisory for your clients. This free, 2-day, online event has an agenda packed with sessions and keynotes on recent tax law changes and their impact on your clients, new product enhancements, tax advisory services, and more. 10:00 AM-10:20 CT Better Together: Compliance and Tax Advisory
Speaker Jim Buffington
Advisory Services Leader, Intuit
SUMMARY
Better together means all of your key workflows in the cloud, leveraging a single client across books, tax and advisory. Better together means bundling tax advisory services with your compliance services to showcase your financial and tax acumen with your clients. Learn from Jim Buffington, CPA and Advisory Services Leader for Intuit Accountants how the profession is simplifying tax preparation by delivering tax advisory services. 10-minute Break 10:30 AM-10:30 CT What's New in Intuit Tax Advisor (a lot) Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speakers: Jim Buffington
Description
Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. ***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.***
Objectives
By completing this webinar, you will be able to:
Successfully use and implement Intuit Tax Advisor in your practice
Customize report colors and branding
Quantify savings by strategy for measurable results
Create federal and state tax projections and estimates
Create multi-year projections
Leverage more time saving features
20-minute Break 11:50 AM - 12:50 PM CT Entity Selection and Income Shifting Strategies
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speaker: Dominique Molina
Description
Dominique Molina, President of the American Institute of Certified Tax Coaches, shares the importance of beginning every tax planning engagement with an entity selection analysis, and then evaluates income shifting strategies that minimize taxes and support client goals. Dominique demonstrates ways to shift income from one entity to another, and how to leverage the International Sales Corporation strategy—great for businesses that export their goods and services outside the United States. She also provides examples of tax reduction strategies that will expand the way traditional preparers view tax advisory, and demonstrates how to use Intuit Tax Advisor to communicate the tax savings and projections with these unique tax saving strategies.
Objectives
By completing this session, you will understand how to:
Annually review entity selection strategies that align with client goals
Create personalized income shifting strategies
Leverage the International Sales Corporation strategy
Use and combine tax reduction strategies
Apply tax reduction strategies using Intuit Tax Advisor
20-minute Break 1:10-2:10 CT Using Tax Advisory Services to Create Capacity
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speaker: Dawn Brolin
Description
If you feel overworked and underappreciated, consider updating your tax preparation practice to lead with planning and advisory services, powering prosperity for your firm and your clients. Join Dawn Brolin, the Designated Motivator, to learn how to shift from reactive, client dependent workflows to planning driven workflows. Learn how to reduce a 10 month tax season to a 3 month tax season, creating months of capacity for higher value tax advisory services. Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services. We’ll explore how to engage clients in tax advisory services, billing model best practices, scalable tax advisory services, practical insights, and tips that enable you to deliver a premium client experience.
Objectives
By completing this session, you will understand how to:
Create capacity by setting boundaries and meeting proactively
Gain insight about ideal planning and advisory client types
Create processes to separate compliance and advisory activities
Use Ignition to easily engage clients in tax advisory services
Scale your practice using tax advisory services
5-minute Break 2:15 PM-3:20 PM CT Panel Discussion: Engaging Clients in Tax Planning and Advisory Services (Now!)
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speakers: Jim Buffington, Shahab Maslehati, Al-Nesha Jones, & Chris Picciurro
Description
Come learn from our panel of expert tax advisors on how to engage clients in high value tax advisory services. Our panelists will share personal experiences about how they launched, learned, and refined their tax advisory services. You'll learn how to communicate the benefits of planning and advisory services to clients, how to create a proactive workflow, update pricing models, and leverage an integrated cloud workflow to deliver tax advisory services. Learn the benefits of starting with planning and advisory services to simplify client workflows, eliminate surprises, create more client value and develop scalable workflows for staff to confidently deliver tax advisory services. Don't miss this opportunity to learn from industry experts sharing best practices to lead with tax advisory services.
Objectives
By completing this webinar, you will be able to:
Engage clients in tax planning and advisory services
Benchmark your firm’s tax advisory services
Optimize your tax advisory workflows and scale services
Identify the benefits of using Intuit Tax Advisor to support your tax advisory services