The Practitioner’s Advisory Summit
Original Air Date: June 14, 2023 | FREE | 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!
PLEASE COMPLETE THE FORM BELOW TO ACCESS THE RECORDING AND HANDOUTS. REMINDER: NO CREDIT FOR THE RECORDINGS.
Summit Agenda:
Original Air Date: Wednesday, June 14, 2023
(All Times are EASTERN)
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10:30 – 11:00 am: Registration / Check In
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11:00 – 11:05 am: Welcome / Opening Remarks
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11:05 – 11:50 am: What Are “Tax Advisory” Services?
- Eric L. Green, Esq., Tax Rep Network (Moderator)
- Diana A. Crawford, CPA, Crawford, Merritt & Company
- Al-Nesha Jones, CPA, MBA, ASE Group
- Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
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11:50 – 12:20 pm: Worst Tax Season EVER: Maintaining Your Mental Health
- Randy Crabtree, CPA, Tri Merit
- Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
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12:20 – 1:30 pm: Leveraging Technology: The Tech Tools to Use
- Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
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1:30 – 2:00 pm: Lunch Break
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2:00 – 2:45 pm: Action Steps – What is Next?
- Eric L. Green, Esq., Tax Rep Network
- Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
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2:45 – 3:00 pm: Break
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3:00 – 3:45 pm: Pricing: How to Go from Hourly / Product Billing to “Relationship Pricing”
- Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
- Diana A. Crawford, CPA, Crawford, Merritt & Company
- Al-Nesha Jones, CPA, MBA, ASE Group
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3:45 – 4:30 pm: Converting Existing Clients and Attracting New Clients
- Eric L. Green, Esq., Tax Rep Network
- Gaynor Meilke, Charisma, Ink
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.”