The Future of Services to Individuals

Recording | Presentation material

Over the past decade, CPAs with an eye to the future know that tax season is also opportunity season. Over the past decade, CPAs in tax have begun offering a broader slate of services that more completely addresses their individual clients’ needs. This has led to an exciting time in the profession that promises both more opportunity for practitioners and better service for individual clients. Understanding key trends in demographics, technology, regulations, evolving consumer needs, and the offerings of other service providers is becoming mandatory for CPAs and CPA firm decision makers. In this session, you will learn how address changing client demands today in a way that positions you for success both now and in the future.