National Association of Tax Professionals
The Walt Disney World Dolphin Resort
Register: https://www.taxposium.com
CPE: 2 hour
Speakers: Brad Messner, William Hamilton, Natalie Kolodij, Amy Brosnan, Jared Foos
The needs and demands of this industry continue to change. Nearly one-third of professionals exited the industry last year. How are you designing your firm to meet your personal and professional goals, compete in the changing market and target clients to align with your passion? This panel of industry experts will discuss selecting and marketing to niche clients, pricing your offerings, marketing to new and changing niches, adjusting products for future client needs, modernizing a generational firm, and how to apply technology and AI to improve your client experience and decrease your manual efforts. This hands-on session will leave you with powerful takeaways to implement for future success.