TAX PLANNERS' ROUNDTABLE
How to Transition to 90% Tax Planning from 100% Tax Prep
TAX PLANNERS' ROUNDTABLE
How to Transition to 90% Tax Planning from 100% Tax Prep
Wednesday, June 9 | 12 p.m. EST
Hosted by
Special Guests
Andrew Argue
Corvee
Minal Barbaria
KB Tax Deviser CPAs
Erik Woodbury
Woodbury Finance and Accounting
Jeff Trapp
The Tax Planning Pros
Hosted by
Andrew Argue
Corvee
Special Guests
Minal Barbaria
KB Tax Deviser CPAs
Erik Woodbury
Woodbury Finance and Accounting
Jeff Trapp
The Tax Planning Pros
Join us for our first ever tax planning roundtable discussion.
We’ll have 3 firm owners sharing their journey of transitioning from tax prep to tax planning, along with the challenges they had to overcome.
The Untold Story of Transitioning from Tax Prep to Tax Planning
Our 3 special guests this month have all done extensive tax preparation in the past—and they each have transitioned their firms today to tax planning. For the first time ever, we’ll dive into what exactly this firm pivot looks like.
The Untold Story of Transitioning from Tax Prep to Tax Planning.
Our 3 special guests this month have all done extensive tax preparation in the past—and they each have transitioned their firms today to tax planning. For the first time ever, we’ll dive into what exactly this firm pivot looks like.
- The specific steps these firms took to begin tax planning
-
The challenges they faced when transitioning their firm
- How long the transition to tax planning took
-
How existing clients reacted to their firm’s transition
See you there!
CUSTOM JAVASCRIPT / HTML