Unlock the recording
Fill out your info to access this video.
We use your information to provide this recording and may contact you about Truss. Unsubscribe anytime. Privacy Policy
From Reactive to Proactive: How Top Firms Build Advisory Into Every Client Relationship
Wednesday, August 12 at 1–1:45 pm ET
Hosted By:
Kenneth Dettmann, CPA and CEO of TaxNow
Dan Pinkous, CEO of Truss
About Event
In this workshop, we look at how the most proactive firms turn IRS visibility into advisory revenue and stronger client relationships.
We cover how to build 8821 access, tax “health checks,” and continuous IRS monitoring into your workflow, and why that lets you spot client issues before the IRS mail ever arrives.
By the end of the session, you’ll have practical ways to reduce stress, surface new advisory work, and build strategy into every client relationship.