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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.