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From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks thumbnail

From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks

Tax Talks 32 min Christine Gervais

In this session, Christine Gervais explores how accounting firms can move beyond compliance and into Client Advisory Services (CAS) by shifting from historical reporting to forward-looking insights. She breaks down practical entry points like tax planning, cash flow forecasting, and KPI dashboards, while emphasizing value-based pricing and scalable workflows powered by technology and AI. Attendees gained actionable strategies to turn existing client relationships into year-round advisory opportunities and increase firm profitability. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks thumbnail

Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks

Tax Talks 31 min Christine Gervais & Hope Brown

In this TPN Tax Talks session, Christine Gervais sits down with Hope Brown (The Tax Minded Bookkeeper) to break down what “tax-ready” books really mean and how bookkeepers and tax pros can work together all year, not just during filing season. They cover common cleanup issues (like miscategorized tax payments), why SOPs and checklists reduce stress, how Q4 prep prevents January chaos, and the tech they rely on to streamline communication and workflow. You’ll learn what to look for in monthly financials, how to improve communication between bookkeeping and tax teams, and how to prevent cleanup work during filing season. Connect with Hope Brown 🔗 https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/ Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks thumbnail

NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks

Tax Talks 30 min Christine Gervais

In this final TPN Tax Talks session of the year, Christine Gervais breaks down the most important tax law changes impacting 2025 returns, with a practical, checklist-style walkthrough of the One Big Beautiful Bill (OBBB / OB3). The session covers retroactive provisions, tip and overtime income deductions, SALT cap changes, Section 199A updates, bonus depreciation, R&D expensing, and key planning opportunities for tax professionals. Designed for busy practitioners, this session focuses on what to watch now, how to prepare clients, and how to adjust internal processes ahead of the 2025 filing season. Speaker: Christine Gervais 👉 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039

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