Advisory Services Mike D’Avolio, CPA, JD, on tax planning and advisory services Read the Article Open Share Drawer Share this: Share on X (Opens in new window) X Share on Facebook (Opens in new window) Facebook Share on LinkedIn (Opens in new window) LinkedIn Written by Scott Cytron Modified Aug 22, 2023 0 min read At AICPA Engage 2019, Mike D’Avolio, CPA, JD, sat down with Jody Padar of the The Radical CPA to discuss tax planning and advisory services. Watch the video to find out more about the role of the tax professional. To take your tax planning services to the next level, read “5 Tips for Better Tax Planning” by Jim Buffington, CPA. Previous Post Creating your cloud workflow: Why it’s more secure and productive Next Post Infographic: The formula to future-proof your practice Written by Scott Cytron Scott H. Cytron, ABC, is editor of the Intuit® Tax Pro Center. He brings more than 35 years' experience in accounting and financial services to the profession. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. Follow Scott on Twitter @scytron. More from Scott Cytron Comments are closed. Browse Related Articles Workflow tools Why our firm switched from Lacerte® to ProConnect™ Tax Practice Management End of season really bad Dad jokes, vol. 2 Workflow tools In the Know: Books Close in Intuit Accountant Suite Advisory Services Don’t assume your clients’ children will retain you Advisory Services Forecast your tax firm’s CAS revenue—instantly Tax Law and News Extensions can be a tax-planning tool: Here’s how Tax Law and News Ética: mejores prácticas y límites con los clientes Tax Law and News Ethics: Best practices and client boundaries Client Relationships 12 tips to reduce client avoidance, anxiety, and procrastination Workflow tools Best tax software for busy season