Boost Your Accounting Firm's Revenues with Advisory Services

Description

We will also cover current developments surrounding this topic, such as the updated version of the digital assets question on Form 1040, upcoming Form 1099-DAs, a series of chief counsel memorandums related to digital assets, Rev. Proc. 2024-28, and tax planning opportunities. 

Objectives

• Define advisory services and learn how to structure them for clients - especially if you lack confidence
• Apply the #1 strategy to kickstart your advisory services
• List the five steps to becoming a valued advisor

Designed For

Firm leaders, Managing Partners, Owners