Thank you for registering for the 2023 Tax Practitioner’s Advisory Summit!

Mark your calendar for: Wednesday, June 14, 2023 | 11:00am-4:30pm Eastern

You have been registered for the program. You will receive instructions on how to log into the program closer to the program date.

Still have questions?  Email hello@taxrepllc.com anytime and we’ll get on it!

Wednesday, June 14, 2023

• 10:30 – 11:00 am: Registration / Check In

• 11:00 – 11:05 am: Welcome / Opening Remarks

• 11:05 – 12:30 pm: What Are “Tax Advisory” Services?

• 12:30 – 1:30 pm: Tech Tools to Use

• 1:30 – 2:00 pm: Lunch Break

• 2:00 – 2:50 pm: Action Steps – What is Next?

• 2:50 – 3:30 pm: Pricing: How to Go from Hourly / Product Billing to “Relationship Pricing”

• 3:30 – 4:30 pm: Converting Existing Clients and Attracting New Clients

Conference brought to you by: