Webinar

Tax season may be over, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered.

Moderated by Brandon Allfrey, this interactive session explores the keys to tax transformation and brings them into real-world focus. You'll hear directly from CCK Strategies as they reflect on their recent tax season and share how they used AI tax research to enhance decision-making, improve efficiency, and unlock more strategic client conversations.

Walk away with a clear, practical view of what "different ways of working" look like in action – and how you can start making the shift from compliance to advisory immediately after tax season.

Learning Objectives:

• Analyze the key differences between compliance-focused and advisory-focused tax service models
• Evaluate how AI-enabled tools can support advisory workflows and enhance client value
• Apply insights from real-world firm experiences to initiate more effective advisory conversations with clients