This webinar will be held on Tuesday, September 10, 2026 at 1:00pm ET
Sponsor: Holistiplan
Duration: 1 Hour

Turn Q4 Tax Planning Season into Your Firm’s Biggest Advisory Opportunity

Q4 is one of the biggest opportunities of the year for tax professionals to deliver proactive value. As clients begin making year-end financial decisions, firms that position tax planning as an ongoing advisory service can strengthen client relationships, differentiate themselves from compliance-only providers, and create a new source of recurring revenue.

Join us to learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters. You’ll leave with actionable ideas you can use to grow your tax planning advisory practice during Q4 and beyond.

Learning Objectives

• Position tax planning as a high-value advisory service.
• Explore practical approaches to packaging and pricing tax planning engagements.
• Learn how to communicate the value of proactive tax planning to clients.
• Identify opportunities to grow advisory revenue during Q4 tax planning season.

Presented by:

Prudence Zhu, CFP®, CPA
Certified Financial Therapist, Founder
Enso Financial
Prudence is the founder and CEO of Enso Financial, a fee-only planning firm where she helps couples, immigrant families, and small business owners turn tax season into a catalyst for better decisions all year long. Drawing on her tax background and work with Holistiplan, she teaches firms how to find planning opportunities in everyday returns, package them into billable engagements, and communicate them in ways clients actually act on.

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Moderated by:

Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

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by:

Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster. Holistiplan breaks down barriers for financial professionals at any level with breakthrough tax planning services for clients. We synthesize your clients’ financial documents to map where and how their money could flourish with Roth conversions, tax-efficient withdrawals, charitable giving, and more.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at [email protected].

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