How to Turn Tax Law Changes Into Advisory Opportunities
The “One, Big Beautiful Bill” enacted on July 4 2025 introduced sweeping tax changes that have already generated client confusion and a flood of questions. Rather than reacting during tax season, the article urges advisors to use the interim period for proactive, advisory conversations. It highlights specific 2026 updates—higher Dependent Care FSA limits and a 50 % Child and Dependent Care Credit—as entry points for value‑added services. The piece promotes the Elevate 2026 session as a practical guide to turning legislative noise into structured advisory opportunities.
Introduction to Lacerte® Tax
Intuit is hosting a live webinar titled "Introduction to Lacerte® Tax" aimed at tax and accounting firms handling individual and business returns. The session highlights Lacerte’s 32 built‑in time‑saving features, integrated document collection tools, dual‑screen capabilities, and automated calculations covering...
Introduction to ProSeries® Tax
Intuit’s ProSeries tax platform, used by more than 65,000 tax professionals, offers a comprehensive training course that highlights its time‑saving and accuracy‑boosting features. The curriculum covers 27 automated tools, including auto‑entry of 1099s, W‑2s, and stock sales, as well as...
5 Steps to Price & Offer Advisory: May 27
Intuit’s Tax Pro Center is hosting a May 27 webinar led by sales strategist Michelle Weinstein that teaches accountants how to price and deliver premium advisory services. The session outlines five steps to shift mindset, identify ideal clients, and communicate value,...
The Journey From Schedule C to 1120-S: May 19
Intuit’s free 60‑minute live course teaches tax professionals how to transition clients from Schedule C to S‑Corporation status. It covers the Form 2553 election timeline, shareholder eligibility, reasonable officer compensation, and accountable‑plan requirements. Participants also learn to avoid common pitfalls such as...
ELEVATE 2026: May 13-14
ELEVATE 2026, held May 13‑14, is a live, internet‑based conference targeting tax and accounting professionals. The agenda blends data‑driven decision‑making, advisory transformation, talent acquisition, pricing strategy, and emerging technology sessions. Speakers cover the One Big Beautiful Bill Act, AI‑first tools like Intuit Tax...
Why Our Firm Switched From Lacerte® to ProConnect™ Tax
Boscia & Boscia PC, a family‑run firm since 1975, migrated from Intuit Lacerte to ProConnect Tax to adopt a cloud‑native workflow. The move eliminated on‑premise servers, VPNs and related IT overhead, allowing tax professionals to work securely from any browser....
Forecast Your Tax Firm’s CAS Revenue—Instantly
Intuit’s Firm of the Future has launched a free CAS Revenue Calculator that lets tax and accounting firms model advisory revenue, profit margins and pricing outcomes in minutes. Users input firm size, client count and staffing, then receive instant projections,...
Extensions Can Be a Tax-Planning Tool: Here’s How
Tax extensions, often misunderstood as procrastination, actually grant a six‑month filing window that can be leveraged for strategic tax planning. They give clients extra time to make retirement contributions, finalize K‑1s, and elect favorable depreciation or cost‑segregation treatments. By easing...