Date/Time
11/6/2026
9:00 AM - 5:00 PM Central
9:00 AM - 5:00 PM Central
Course Registration
Credits
8 Credits
Event Type(s)
Webinars
Event Description
This course provides tax and accounting professionals with a comprehensive framework for transitioning from a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial, and estate planning.
The course addresses both transitioning existing clients and attracting new, higher-value clients while improving efficiency, client value, and revenue stability.
Speakers:
Arthur Werner
Location
Webinar
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 11/6/2026 |    |
Email Reminder
