Wednesday, July 23 | 8:00 a.m. - 9:40 a.m. | Concurrent Session
Bridging Generations and Building Futures with Tailored Tax Planning
2 CPE for CPA
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Each generation has unique financial goals, challenges and approaches to taxes. From Gen Z side hustlers to Baby Boomers planning their legacies, understanding these differences is key to growing your tax practice and providing high-value tax planning services. This session will explore how to connect with and serve clients across generations while seamlessly expanding your role from tax preparer to trusted tax advisor.
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Learn how to tailor your approach to millennials navigating student debt, Gen Xers maximizing their peak earning years and retirees looking for tax-efficient wealth transfers. We'll also dive into proven strategies to position tax planning as a must-have service, helping you boost revenue and build long-term client relationships.
Objectives
Upon completion of this session, you will be able to:
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Recognize the distinct financial priorities and tax challenges of different generations
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Effectively communicate with clients to build trust and tailor your services to each client’s stage of life
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Identify opportunities to transition from tax preparation to tax advisory services
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Develop service offerings that provide year-round value and generate additional income
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Leverage insights into generational shifts, technology and evolving tax strategies to future-proof your practice
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CPE information
Duration: 100 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
