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!

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