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

Mark your calendar for: Wednesday, June 14, 2023 | 9:30am-6pm 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

• 9:30 – 10:00 am: Registration / Check In

• 10:00 – 10:05 am: Welcome / Opening Remarks

• 10:05 – 12:00 pm: What Are “Tax Advisory” Services?

• 12:00 – 12:10 pm: Break

• 12:10 – 1:30 pm: Tech Tools to Use

• 1:30 – 2:00 pm: Lunch

• 2:00 – 3:00 pm: Getting Trained

• 3:00 – 4:00 pm: Pricing: How to Go from Hourly Billing to “Relationship Pricing”

• 4:00 – 4:10 pm: Break

• 4:10 – 5:00 pm: The Scalable Remote Practice of the Future

• 5:00 – 6:00 pm: Finding Clients: Your Advisory Marketing Plan

Conference brought to you by: