Date/Time
11/16/2026
11:00 AM - 7:00 PM Central
11:00 AM - 7:00 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
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