Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services
Monday, Aug. 10, 2026
9 a.m.-5 p.m. Central
8 CPE (8 technical)
Course code: 26WA-4427
View pricing
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.
Major subjects
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Limitations of the traditional busy season model.
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Building a year-round advisory practice.
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Transitioning existing clients.
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Attracting higher-value clients.
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Integrating tax, financial, and estate planning.
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Workflow restructuring and operations.
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Pricing and value communication.
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Implementation challenges.
Learning objectives
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Identify differences between compliance-based and advisory-based practice model.
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Determine strategies for transitioning existing clients to year-round planning relationships.
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Evaluate methods for attracting and retaining advisory-focused clients.
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Recognize opportunities to integrate tax, financial, and estate planning services.
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Identify operational changes required to support a year-round practice.
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Recognize risks and challenges in transitioning practice models.
Who should take this program?
- CPAs, EAs, tax professionals, and attorneys seeking to transition to a year-round advisory practice .
Pricing
|
Standard Member Fee |
$250.00
|
 Standard Nonmember Fee |
$250.00
|
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