VIRTUAL HALF-DAY EVENT
Tax Advisory State of the Union
Position your firm as an expert on Trump's new tax legislation, and save clients tens (or hundreds) of thousands in taxes to dramatically grow firm revenue and profits with Instead.

Thursday, July 24  |  10 am - 2 pm  ET

Main issues facing most firms
We’re giving firms the complete tax advisory roadmap to solve for each of these challenges.
Fee are low and so is client gratitude
Wanting to provide more value to clients but not sure how
Cash flow is up and down with tax season
Margins are tight and great staff is hard to find
Losing money giving away advice to clients
Identify tax savings and eligible strategies from client tax returns
Implement strategies with AI, and generate client tax reports with Instead.

Get clients

1 | Discovery
Identify tax planning opportunities during your initial client conversations and return reviews.
2 | Strategy Session
Present tax savings opportunities with confidence using our proven presentation framework.

Deliver value

1 | Kick-off
Package advisory services into clear, profitable offerings that clients understand and value.
2 | Tax plan
Choose from 10-15 proven tax strategies that deliver consistent results for your client base.
3 | Implementation
Execute tax strategies using an AI-powered implementation process.
4 | Estimates
Deliver ongoing tax advisory services that keep clients engaged year-round.
5 | Filing
Align filings with key tax positions implemented throughout the year. 

Hosted by

Andrew Argue
CEO | Instead
CUSTOM JAVASCRIPT / HTML

Charge $10,000-20,000 annually for ongoing tax advisory services

This webinar will cover everything your firm needs.
Whether you are a tax prep-only firm or want to find a better, more efficient way to deliver tax advisory to clients, this webinar is for you.