Top 5 Trends for the Next 5 Years
The past two years have delivered pandemic driven changes impacting our tax profession beyond our wildest imagination. What will the next five years bring? During this session we’ll address the rapidly evolving nature of our industry and look at five trends all practitioners should be mindful of, including:
1) The office of tomorrow and the future of remote work
2) The Big Boom: a growing marketplace for trust compliance and expertise
3) The fight to keep up with technology, artificial intelligence evolving value propositions
4) The New Kids in Town: working with Gen Z & Gen Alpha
5) SALT assault: how state deficits are driving a change in approach
Objectives
Upon completion of the session, the learner will be able to:
• Recall best practices for client and colleague collaboration.
• Identify trends and needs in connection with estate and fiduciary tax engagements
• Recall the impact that technology and artificial intelligence have on current value propositions
• Distinguish between various generations, including best practices to foster teamwork
• Recognize the evolving impacts that state-driven deficits have on the tax profession
Details
Frank Castillo, CPA
Instructor:
Level:
To Be Announced
Prerequisites:
None
Advanced Preparation:
None
Delivery Method:
Group Live
CPE credits Designation Field of study
IRS
0
AFSP
N/A
IRS
0
EA
N/A
NASBA
2
CPA
Specialized Knowledge
CTEC
0
CRTP
N/A
CFP Board
0
CFP®
No
How to Earn CPE
Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.