May 23, 2023
Paul and Mo have a discussion about IRS's pilot for a free tax system, new technology and AI, and how this is all relevant to the tax and accounting profession and their future client.
May 16, 2023
Paul and Mo are joined by Brittany Lanphier with Lanphier, LLP and Therese Witherow, Principal Trainer at Thomson Reuters Professional Services. They discuss what Advisory Symposium is all about and what attendees should look forward to at this annual event.
May 9, 2023
Paul and Mo have a discussion around pricing the client relationship, fee increases and objections, and value proposition.
May 2, 2023
Paul and Mo discuss things to do for the next 3 months after the April deadline.