Tax Strategy & Advisory
All Access Pass Gives You More
Get access to all ENGAGE sessions, a pre-conference workshop (in-person only) and ENGAGE Plus learning before and after the event.
Earn up to 42 CPE credits.
Tax Strategy & Advisory Track
The next wave for tax practitioners blends AI-driven planning, compliance, and wealth transfer strategies, all delivering smarter, personalized solutions for complex, evolving client needs.
At the Tax Strategy & Advisory Track, explore in-depth coverage of current and upcoming IRS regulations, strategies to better support your clients, and guidance on unique practice management strategies.
Ride the next wave to get:
- Coverage of critical tax topics selected by respected leaders and subject matter experts.
- Strategies to match your clients with the right planning services.
- Exposure to new business models, client fee structures and other practice refinements.
- Current tax regulation updates in a rapidly changing landscape.
- Insights related to the intersection of tax, technology, financial planning and more.
- Networking and information-sharing opportunities.
Who should attend?
- Professionals responsible for guiding their high-net-worth clients to accumulate, retain and transfer wealth.
Tax Strategy Sessions You Cannot Miss!
- The AI Tipping Point: Insights on Tax Research Efficiency from AI Early Adopters
- The Digital Advisory Shift: Expanding Tax Services to Influencers and Content Creators
- Tax Tea with Lemons and Erb
- National Taxpayer Advocate Update
Be sure to also check out the Estate Planning and the Personal Financial Planning Tracks.
Building on a decade of progress
