The Practitioner’s Advisory Summit
June 14, 2023 | All Day | Live via Webcast
Tax Advisory is the buzz of the day, but what does that mean, exactly, and how do you either add these services to your existing practice or use them to launch an entirely new practice? Join us as the major thought leaders gather to review where we are, how you can put together a concrete plan to add advisory services to your existing practice and increase fees, revenue and your quality of life while becoming the business hero your clients have always wanted!
DATE: June 14, 2023
TIME: ALL DAY | via Live Webcast
CREDITS: up to 8 Hours for EAs and CPAs
Limited Virtual spots available. Registration for Virtual attendance is open only for a limited time.
Due to limited space and high demand, VIRTUAL SEATS ARE LIMITED.
PLEASE USE THE FORM BELOW TO REGISTER FOR THE PROGRAM.
Wednesday, June 14, 2023
(All Times are EASTERN)
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:
About the Instructors:
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Dawn Brolin, CPA, CFE, is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 8 hours
IRS CE: 0 hours (no credit for EAs)
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.