Objectives:

1) Identify the key challenges and opportunities in modern tax planning for advisory clients.

2) Demonstrate how to leverage TaxPlanIQ to automatically generate tax plans in minutes using up-to-date tax law.

3) Apply value pricing and advisory best practices using the ROI Method™ within the TaxPlanIQ platform.

4) Integrate workflow automation to deliver tax strategies efficiently, increasing both compliance and profitability.

5) Utilize TaxPlanIQ’s educational resources and task management tools to streamline client deliverables and firm operations.