Eliminating Busy Season: Transforming Your Practice to Year- Round Advisor Services WEBCAST

Overview

This course provides tax and accounting professionals with a comprehensive framework for transitioning from a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial, and estate planning. The course addresses both transitioning existing clients and attracting new, higher-value clients while improving efficiency, client value, and revenue stability.

Highlights

Limitations of the traditional busy season model
Building a year-round advisory practice
Transitioning existing clients
Attracting higher-value clients
Integrating tax, financial, and estate planning
Workflow restructuring and operations
Pricing and value communication
Implementation challenges

Prerequisites

Basic knowledge of individual and business taxation.

Designed For

CPAs, EAs, tax professionals, and attorneys seeking to transition to a year-round advisory practice.

Objectives

Identify differences between compliance-based and advisory-based practice models.
Determine strategies for transitioning existing clients to year-round planning relationships.
Evaluate methods for attracting and retaining advisory-focused clients.
Recognize opportunities to integrate tax, financial, and estate planning services.
Identify operational changes required to support a year-round practice.
Recognize risks and challenges in transitioning practice models.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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