Build your tax and financial planning advisory services

Tax return insights for smart planning ­— Tune in to this PFP Section webcast on April 29 at 1pm ET designed to guide practitioners through the planning opportunities found in an individual tax return. This webcast is included with PFP Section membership and discounted for Tax Section members.

Reimagining Your Tax Practice — Tackle today’s top practice management issues with insights and tips from pioneers in the tax community. Typically held on the third Wednesday of each month at 3pm ET, these roundtable sessions are open to all and focus on helping tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with the latest technological trends.

Digging deeper with your clients, part 3 of 3 | PFP Section podcast — In this final installment of Debra Taylor’s digging deeper series, she focuses on tax planning. After reviewing the importance of a structured service calendar and proactive client communication, she outlines 5 essential steps for effective tax planning and highlights 20 key tax planning strategies. This is an approach to broaden your tax planning to address the financial planning needs of your clients. Make sure to also check out part 1 and part 2 of the series.

Innovative Technology for Integrated Tax and Financial Planning | webcast archive — In the archive of this December 2024 online seminar, esteemed panelists share some of their innovative tech tools they use to enhance tax and financial planning practices. Available to PFP members.